HCM

Howland Capital Management Portfolio holdings

AUM $2.45B
1-Year Est. Return 18.92%
This Quarter Est. Return
1 Year Est. Return
+18.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$63.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$4.02M
3
+$2.73M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.29M
5
MDT icon
Medtronic
MDT
+$2.26M

Top Sells

1
+$10.8M
2
+$7.05M
3
+$4.32M
4
GE icon
GE Aerospace
GE
+$3.38M
5
AKAM icon
Akamai
AKAM
+$3.13M

Sector Composition

1 Healthcare 21.04%
2 Technology 13.65%
3 Financials 10.71%
4 Industrials 7.22%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$243K 0.02%
4,842
202
$240K 0.02%
5,965
-660
203
$238K 0.02%
23,300
-500
204
$236K 0.02%
10,000
205
$233K 0.02%
2,048
-37
206
$230K 0.02%
+817
207
$228K 0.02%
+4,011
208
$222K 0.02%
18,550
-3,000
209
$222K 0.02%
5,726
210
$220K 0.02%
+2,528
211
$214K 0.02%
+600
212
$210K 0.02%
+3,786
213
$210K 0.02%
+5,575
214
$207K 0.02%
+3,111
215
$207K 0.02%
10,500
216
$204K 0.02%
+4,000
217
$200K 0.02%
+2,363
218
$200K 0.02%
1,954
-500
219
$46K ﹤0.01%
21
220
– –
-5,774
221
– –
-15,000
222
– –
-55,249
223
– –
-16,064
224
– –
-3,504
5 6 7 8
9