HCM

Howland Capital Management Portfolio holdings

AUM $2.62B
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.18M
3
+$4.04M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.42M
5
AAPL icon
Apple
AAPL
+$2.27M

Top Sells

1
+$49M
2
+$19M
3
+$8.43M
4
BNS icon
Scotiabank
BNS
+$6.54M
5
MDT icon
Medtronic
MDT
+$4.98M

Sector Composition

1 Technology 15.79%
2 Financials 13.49%
3 Healthcare 13.44%
4 Consumer Discretionary 7.38%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$376K 0.02%
1,470
+14
202
$373K 0.02%
1,952
-403
203
$371K 0.02%
8,142
204
$368K 0.02%
4,158
-756
205
$367K 0.02%
2,984
-50
206
$361K 0.02%
+1,146
207
$359K 0.02%
5,009
+108
208
$353K 0.02%
6,750
-1,300
209
$340K 0.02%
5,586
210
$335K 0.02%
+19,222
211
$332K 0.02%
+13,312
212
$327K 0.02%
1,834
-69
213
$327K 0.02%
3,119
214
$324K 0.02%
4,360
215
$321K 0.02%
5,010
+1,230
216
$321K 0.02%
1,048
+5
217
$318K 0.02%
1,332
+400
218
$317K 0.02%
3,946
-858
219
$312K 0.02%
15,765
220
$311K 0.02%
2,931
+1,000
221
$311K 0.02%
10,257
222
$310K 0.02%
3,533
+16
223
$306K 0.02%
8,850
-1,490
224
$301K 0.02%
+12,647
225
$291K 0.02%
1,103
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9
10 11