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
$976M
AUM Growth
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$3.8M
3
+$3.46M
4
IDXX icon
Idexx Laboratories
IDXX
+$2.82M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$1.94M

Top Sells

1
+$3.89M
2
+$3.33M
3
+$3.04M
4
QCOM icon
Qualcomm
QCOM
+$2.7M
5
CVS icon
CVS Health
CVS
+$2.62M

Sector Composition

1 Healthcare 18.59%
2 Technology 12.04%
3 Industrials 11.49%
4 Financials 9.87%
5 Energy 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-244,311
202
– –
-2,509
203
– –
-4,790
204
– –
-2,140
5 6 7 8
9