HCM
Howland Capital Management Portfolio holdings
AUM
$2.45B
This Quarter Return
-4.48%
1 Year Return
+18.92%
3 Year Return
+69.21%
5 Year Return
+110.29%
10 Year Return
+257.66%
AUM
$1.56B
AUM Growth
+$1.56B
(-4.4%)
Cap. Flow
+$59.4M
Cap. Flow
% of AUM
3.82%
Top 10 Holdings %
Top 10 Hldgs %
34.67%
Holding
262
New
17
Increased
106
Reduced
64
Closed
16
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$37.1M |
| 2 |
Stryker
SYK
|
$4.6M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$3.43M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$3.25M |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$3.22M |
Top Sells
| 1 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
$4.86M |
| 2 |
UGI
UGI
|
$2.89M |
| 3 |
iRobot
IRBT
|
$1.83M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.71M |
| 5 |
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% |
