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
$1.4B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$65.9M
2
+$11.2M
3
+$8.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.03M
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$5.71M

Top Sells

1
+$57.7M
2
+$10.3M
3
+$5.13M
4
MELI icon
Mercado Libre
MELI
+$4.96M
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$3.78M

Sector Composition

1 Healthcare 15.64%
2 Technology 12.38%
3 Financials 11.35%
4 Consumer Discretionary 7.41%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$206K 0.01%
+5,620
202
$206K 0.01%
3,975
-342
203
$205K 0.01%
+1,434
204
$205K 0.01%
+1,054
205
$203K 0.01%
+2,822
206
$201K 0.01%
3,100
-260
207
$182K 0.01%
10,000
-2,300
208
$171K 0.01%
1,473
209
$143K 0.01%
11,000
210
$112K 0.01%
11,088
211
$86K 0.01%
17,000
-1,087
212
$11K ﹤0.01%
1,400
213
– –
-15,375
214
– –
-3,175
215
– –
-78,603
216
– –
-2,737
217
– –
-12,500
218
– –
-5,023
5 6 7 8
9