HCM

Howland Capital Management Portfolio holdings

AUM $2.63B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$981M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$1.11M
3
+$1.11M
4
VOD icon
Vodafone
VOD
+$1.09M
5
WSO icon
Watsco Inc
WSO
+$1.03M

Top Sells

1
+$11.9M
2
+$10.8M
3
+$1.55M
4
CDK
CDK Global, Inc.
CDK
+$1.46M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.4M

Sector Composition

1 Healthcare 17.27%
2 Technology 12.42%
3 Industrials 11.68%
4 Financials 9.71%
5 Energy 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-21,670
202
– –
-4,413
203
– –
-3,900
204
– –
-35,781
205
– –
-4,042
5 6 7 8
9