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
$1.56B
AUM Growth
-$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.25M
3
+$3.22M
4
QCOM icon
Qualcomm
QCOM
+$3.2M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$4.86M
2
+$2.89M
3
+$1.83M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.71M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.22M

Sector Composition

1 Financials 14.69%
2 Technology 14.64%
3 Healthcare 14.13%
4 Consumer Discretionary 6.65%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$301K 0.02%
+15,765
202
$298K 0.02%
+7,405
203
$294K 0.02%
3,517
+600
204
$291K 0.02%
1,406
205
$289K 0.02%
4,052
206
$284K 0.02%
2,387
+735
207
$283K 0.02%
4,550
-300
208
$281K 0.02%
4,650
209
$273K 0.02%
3,125
+6
210
$268K 0.02%
14,050
211
$262K 0.02%
3,464
-600
212
$260K 0.02%
1,930
-9
213
$258K 0.02%
3,100
214
$252K 0.02%
1,038
215
$251K 0.02%
4,986
-10
216
$249K 0.02%
3,034
217
$248K 0.02%
+2,300
218
$243K 0.02%
+1,034
219
$239K 0.02%
+12,972
220
$239K 0.02%
4,804
221
$236K 0.02%
1,153
222
$232K 0.01%
5,230
+10
223
$232K 0.01%
8,302
-196
224
$230K 0.01%
1,064
225
$229K 0.01%
+1,392
7 8
9
10 11