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
$1.93B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.83M
3
+$4.68M
4
SPGI icon
S&P Global
SPGI
+$3.78M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$3.54M

Top Sells

1
+$4.93M
2
+$3.78M
3
+$2.04M
4
UGI icon
UGI
UGI
+$1.73M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.2M

Sector Composition

1 Healthcare 14.73%
2 Financials 12.48%
3 Technology 12.15%
4 Consumer Discretionary 7.67%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$291K 0.02%
8,498
202
$287K 0.01%
1,052
-199
203
$275K 0.01%
3,100
204
$273K 0.01%
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205
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3,500
206
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207
$259K 0.01%
+1,770
208
$256K 0.01%
6,780
209
$254K 0.01%
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210
$254K 0.01%
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211
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212
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213
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214
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215
$247K 0.01%
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216
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3,500
217
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218
$241K 0.01%
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219
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220
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221
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+1,000
222
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223
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8,000
224
$224K 0.01%
189
225
$224K 0.01%
561
6 7 8
9
10