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
$1.97B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$2.65M
3
+$1.59M
4
PHYS icon
Sprott Physical Gold
PHYS
+$1.48M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.03M

Top Sells

1
+$15.5M
2
+$7.7M
3
+$5.74M
4
ADP icon
Automatic Data Processing
ADP
+$5.47M
5
DE icon
Deere & Co
DE
+$5.14M

Sector Composition

1 Healthcare 14.34%
2 Technology 13.74%
3 Financials 13.31%
4 Consumer Discretionary 7.36%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$272K 0.01%
1,900
202
$266K 0.01%
1,045
203
$265K 0.01%
4,667
-11,329
204
$259K 0.01%
2,772
-4
205
$259K 0.01%
9,000
206
$258K 0.01%
1,142
207
$258K 0.01%
+1,169
208
$257K 0.01%
561
209
$254K 0.01%
1,030
+2
210
$251K 0.01%
2,879
-423
211
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+3,710
212
$247K 0.01%
4,404
+104
213
$247K 0.01%
+2,131
214
$247K 0.01%
4,595
215
$245K 0.01%
1,407
+24
216
$244K 0.01%
9,168
+68
217
$244K 0.01%
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218
$239K 0.01%
905
219
$238K 0.01%
2,805
220
$235K 0.01%
3,536
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221
$234K 0.01%
256
+2
222
$233K 0.01%
189
223
$229K 0.01%
+1,254
224
$209K 0.01%
+1,700
225
$208K 0.01%
+2,335
7 8
9
10 11