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
$1.29B
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$4.9M
3
+$3.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M
5
STZ icon
Constellation Brands
STZ
+$2.99M

Top Sells

1
+$9.13M
2
+$4.97M
3
+$4.69M
4
CELG
Celgene Corp
CELG
+$4.2M
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$2.27M

Sector Composition

1 Healthcare 16.8%
2 Technology 11.84%
3 Financials 11.17%
4 Consumer Discretionary 7.46%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-2,805
202
– –
-8,529
203
– –
-4,390
204
– –
-11,400
205
– –
-20,311
206
– –
-11,200
5 6 7 8
9