HCM

Howland Capital Management Portfolio holdings

AUM $2.45B
1-Year Est. Return 18.92%
This Quarter Est. Return
1 Year Est. Return
+18.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$805M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.44M
3
+$2.02M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$1.88M
5
AMT icon
American Tower
AMT
+$1.59M

Top Sells

1
+$2.85M
2
+$2.51M
3
+$1.54M
4
IBM icon
IBM
IBM
+$1.3M
5
BND icon
Vanguard Total Bond Market
BND
+$1.07M

Sector Composition

1 Healthcare 15.79%
2 Industrials 12.22%
3 Technology 11.98%
4 Energy 9.64%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.4M 3.28%
261,200
-2,558
2
$26.3M 3.27%
195,874
+4,148
3
$21.7M 2.69%
288,470
-10,120
4
$19.8M 2.47%
530,439
+17,620
5
$16.4M 2.04%
178,995
+88
6
$16M 1.99%
309,079
+3,221
7
$15.5M 1.93%
190,707
+481
8
$15.5M 1.92%
269,603
-2,640
9
$15.4M 1.91%
557,306
+315
10
$14.7M 1.83%
140,095
+560
11
$14.5M 1.81%
140,484
-1,228
12
$14.4M 1.79%
194,071
+1,483
13
$14.1M 1.75%
112,863
-670
14
$13.7M 1.71%
117,172
-1,877
15
$13.7M 1.71%
246,620
+3,300
16
$13.2M 1.64%
69,024
-13,130
17
$12.9M 1.61%
155,810
-1,498
18
$12.7M 1.58%
159,096
-9,470
19
$12.5M 1.55%
378,200
+46,490
20
$12.2M 1.52%
116,972
-3,516
21
$12.1M 1.5%
170,315
-5,267
22
$11.9M 1.47%
527,581
+108,460
23
$11.8M 1.46%
191,111
-654
24
$11.6M 1.45%
178,499
-3,995
25
$11.6M 1.44%
218,306
+7,560
1
2 3 4 5