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
$2.24B
AUM Growth
-$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12M
3
+$7.57M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$7.14M
5
PG icon
Procter & Gamble
PG
+$5.19M

Top Sells

1
+$35.5M
2
+$25.2M
3
+$16.1M
4
STZ icon
Constellation Brands
STZ
+$13.9M
5
MSFT icon
Microsoft
MSFT
+$6.07M

Sector Composition

1 Technology 20.2%
2 Financials 14.48%
3 Healthcare 9.01%
4 Consumer Discretionary 7.65%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$490K 0.02%
1,053
202
$489K 0.02%
4,950
-399
203
$463K 0.02%
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204
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-103
205
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207
$439K 0.02%
82,700
208
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210
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211
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212
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215
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216
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217
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218
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220
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221
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222
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223
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9,750
224
$330K 0.01%
1,672
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225
$328K 0.01%
1,906
-50
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