HCM
Howland Capital Management Portfolio holdings
AUM
$2.45B
1-Year Return
18.92%
This Quarter Return
+10%
1 Year Return
+18.92%
3 Year Return
+69.21%
5 Year Return
+110.29%
10 Year Return
+257.66%
AUM
$2.07B
AUM Growth
+$180M
(+9.5%)
Cap. Flow
+$33.3M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
37.09%
Holding
270
New
21
Increased
66
Reduced
134
Closed
7
Top Buys
| 1 |
NVIDIA
NVDA
|
$19.1M |
| 2 |
Uber
UBER
|
$14.6M |
| 3 |
Walmart
WMT
|
$10.6M |
| 4 |
Texas Pacific Land
TPL
|
$10.4M |
| 5 |
Meta Platforms (Facebook)
META
|
$7.84M |
Top Sells
| 1 |
Agnico Eagle Mines
AEM
|
$13.4M |
| 2 |
Chubb
CB
|
$9.19M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$6.83M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$5.94M |
| 5 |
Eversource Energy
ES
|
$5.54M |
Sector Composition
| 1 | Technology | 19.16% |
| 2 | Financials | 14.02% |
| 3 | Healthcare | 9.3% |
| 4 | Communication Services | 7.81% |
| 5 | Consumer Discretionary | 7.28% |
