HCM

Howland Capital Management Portfolio holdings

AUM $2.63B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.45B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$10.1M
3
+$6.3M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$4.48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.33M

Top Sells

1
+$5.37M
2
+$2.68M
3
+$2.15M
4
WSO icon
Watsco Inc
WSO
+$2.04M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.52M

Sector Composition

1 Technology 23.12%
2 Financials 12.89%
3 Communication Services 8.2%
4 Consumer Discretionary 8.05%
5 Healthcare 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$496K 0.02%
4,913
-134
202
$492K 0.02%
7,046
+46
203
$492K 0.02%
7,238
-35
204
$481K 0.02%
6,578
+800
205
$481K 0.02%
4,748
-1,300
206
$434K 0.02%
1,622
-106
207
$429K 0.02%
14,935
+4,080
208
$427K 0.02%
644
+194
209
$412K 0.02%
26,988
-13,000
210
$406K 0.02%
15,332
211
$392K 0.02%
2,236
212
$391K 0.02%
4,070
+670
213
$379K 0.02%
6,353
+191
214
$378K 0.02%
189
215
$368K 0.02%
10,000
216
$367K 0.02%
1,906
217
$365K 0.01%
8,443
-230
218
$365K 0.01%
3,320
219
$359K 0.01%
2,663
+245
220
$352K 0.01%
22,080
221
$347K 0.01%
1,606
-534
222
$336K 0.01%
5,720
223
$335K 0.01%
1,175
-150
224
$333K 0.01%
2,137
+92
225
$333K 0.01%
2,091
+14
7 8
9
10 11