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
$1.63B
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.7M
3
+$2.74M
4
AMZN icon
Amazon
AMZN
+$2.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.59M

Top Sells

1
+$33.2M
2
+$7.84M
3
+$5.54M
4
MMM icon
3M
MMM
+$3.56M
5
KNSL icon
Kinsale Capital Group
KNSL
+$2.67M

Sector Composition

1 Financials 14.29%
2 Technology 13.96%
3 Healthcare 13.67%
4 Consumer Discretionary 6.59%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$296K 0.02%
4,650
202
$296K 0.02%
+13,782
203
$296K 0.02%
+450
204
$292K 0.02%
+5,005
205
$282K 0.02%
+1,038
206
$278K 0.02%
4,996
-44
207
$278K 0.02%
2,777
-50
208
$276K 0.02%
3,034
209
$276K 0.02%
+20,811
210
$275K 0.02%
14,050
211
$271K 0.02%
1,064
+124
212
$270K 0.02%
+1,939
213
$268K 0.02%
4,804
214
$266K 0.02%
2,917
+317
215
$258K 0.02%
6,135
-585
216
$258K 0.02%
+1,153
217
$254K 0.02%
5,220
+1,510
218
$253K 0.02%
8,060
219
$244K 0.02%
880
220
$244K 0.02%
189
221
$244K 0.02%
1,072
222
$244K 0.02%
3,100
223
$244K 0.02%
3,119
224
$242K 0.01%
1,764
225
$240K 0.01%
4,659
-8
7 8
9
10 11