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
$1.41B
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$7.52M
3
+$5.61M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$4.79M
5
UGI icon
UGI
UGI
+$4.09M

Top Sells

1
+$12.9M
2
+$4.79M
3
+$3.17M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.95M
5
ECL icon
Ecolab
ECL
+$1.7M

Sector Composition

1 Healthcare 15.8%
2 Technology 11.96%
3 Financials 11.66%
4 Consumer Discretionary 6.87%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$238K 0.02%
3,100
202
$234K 0.02%
3,786
203
$233K 0.02%
8,000
204
$232K 0.02%
1,600
205
$231K 0.02%
+1,911
206
$227K 0.02%
+1,266
207
$227K 0.02%
+2,662
208
$224K 0.02%
3,560
-2,000
209
$216K 0.02%
+817
210
$216K 0.02%
1,113
211
$214K 0.02%
+3,513
212
$213K 0.02%
1,389
+15
213
$210K 0.01%
+4,209
214
$208K 0.01%
+1,005
215
$205K 0.01%
+4,375
216
$203K 0.01%
+1,757
217
$202K 0.01%
12,534
-5,841
218
$201K 0.01%
14,050
219
$200K 0.01%
+1,116
220
$188K 0.01%
12,500
221
$183K 0.01%
11,088
222
$146K 0.01%
+18,087
223
$83K 0.01%
20,870
+8,035
224
$22K ﹤0.01%
+1,400
225
– –
-15,990
6 7 8
9
10