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
$1.74B
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$9.56M
3
+$6.22M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.84M
5
ORLY icon
O'Reilly Automotive
ORLY
+$4.51M

Top Sells

1
+$15.2M
2
+$8.01M
3
+$6.98M
4
AEM icon
Agnico Eagle Mines
AEM
+$4.58M
5
UGI icon
UGI
UGI
+$3.3M

Sector Composition

1 Technology 16.71%
2 Financials 14.1%
3 Healthcare 11.91%
4 Consumer Discretionary 7.81%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$409K 0.02%
1,456
-14
202
$403K 0.02%
1,146
203
$401K 0.02%
1,934
-18
204
$384K 0.02%
8,720
-130
205
$379K 0.02%
23,781
-599
206
$369K 0.02%
7,980
-162
207
$363K 0.02%
1,043
-5
208
$351K 0.02%
3,119
209
$350K 0.02%
4,903
-106
210
$345K 0.02%
5,586
211
$343K 0.02%
1,834
212
$335K 0.02%
1,103
213
$327K 0.02%
1,332
214
$326K 0.02%
2,217
-1,000
215
$307K 0.02%
10,257
216
$303K 0.02%
3,746
-200
217
$299K 0.02%
6,995
-638
218
$294K 0.02%
5,750
-1,000
219
$292K 0.02%
5,853
-105
220
$290K 0.02%
15,765
221
$283K 0.02%
1,065
-92
222
$281K 0.02%
14,239
-281
223
$278K 0.02%
2,300
-1,009
224
$277K 0.02%
1,596
+102
225
$270K 0.02%
+1,700
7 8
9
10 11