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
$1.14B
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$9.35M
3
+$6.94M
4
DOC icon
Healthpeak Properties
DOC
+$6.05M
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$4.81M

Top Sells

1
+$51.2M
2
+$7.11M
3
+$4.6M
4
CFR icon
Cullen/Frost Bankers
CFR
+$3.91M
5
PAYX icon
Paychex
PAYX
+$2.57M

Sector Composition

1 Healthcare 16.45%
2 Technology 12.12%
3 Financials 11.61%
4 Consumer Discretionary 6.02%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
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