HCM

Howland Capital Management Portfolio holdings

AUM $2.62B
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.65M
3
+$7.76M
4
APH icon
Amphenol
APH
+$6.98M
5
META icon
Meta Platforms (Facebook)
META
+$6.38M

Top Sells

1
+$10.1M
2
+$6.59M
3
+$5.8M
4
TPL icon
Texas Pacific Land
TPL
+$4.61M
5
MDT icon
Medtronic
MDT
+$4.42M

Sector Composition

1 Technology 17.09%
2 Financials 14.5%
3 Healthcare 10.3%
4 Consumer Discretionary 7.79%
5 Communication Services 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$523K 0.03%
6,960
177
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42,390
+4,840
178
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179
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180
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182
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184
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187
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188
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189
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195
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196
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197
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198
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199
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200
$362K 0.02%
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