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
$1.62B
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.28M
3
+$3.39M
4
SPGI icon
S&P Global
SPGI
+$3.26M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.09M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$6.9M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$5.58M
5
KMX icon
CarMax
KMX
+$5.29M

Sector Composition

1 Financials 14.78%
2 Healthcare 14.2%
3 Technology 14.15%
4 Consumer Discretionary 7%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$336K 0.02%
4,901
-85
202
$334K 0.02%
869
-115
203
$332K 0.02%
2,667
+280
204
$332K 0.02%
1,903
-99
205
$325K 0.02%
4,804
206
$321K 0.02%
4,360
207
$314K 0.02%
42,700
208
$313K 0.02%
15,765
209
$312K 0.02%
7,567
+162
210
$310K 0.02%
+5,586
211
$308K 0.02%
14,520
+1,548
212
$305K 0.02%
1,034
213
$302K 0.02%
3,100
214
$297K 0.02%
1,406
215
$295K 0.02%
3,034
216
$295K 0.02%
4,650
217
$291K 0.02%
1,043
+5
218
$285K 0.02%
1,930
219
$280K 0.02%
1,494
220
$274K 0.02%
1,153
221
$273K 0.02%
2,300
222
$271K 0.02%
+3,471
223
$268K 0.02%
3,464
224
$265K 0.02%
1,103
225
$264K 0.02%
1,064
7 8
9
10 11