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
$1B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.05M
3
+$1.7M
4
CDK
CDK Global, Inc.
CDK
+$1.46M
5
AMT icon
American Tower
AMT
+$1.37M

Top Sells

1
+$13.6M
2
+$2.28M
3
+$1.88M
4
NUAN
Nuance Communications, Inc.
NUAN
+$1.53M
5
BKF icon
iShares MSCI BIC ETF
BKF
+$1.17M

Sector Composition

1 Healthcare 17.08%
2 Technology 12.3%
3 Industrials 11.49%
4 Financials 9.72%
5 Energy 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.4M 2.72%
226,036
+7,015
2
$26.5M 2.64%
571,544
+2,007
3
$25.8M 2.57%
278,940
+6,917
4
$24.5M 2.44%
260,432
-19,985
5
$23.9M 2.37%
313,010
+3,751
6
$21.8M 2.17%
574,778
-6,394
7
$20.3M 2.02%
194,300
+1,690
8
$19.7M 1.96%
342,365
-1,458
9
$19.4M 1.93%
191,565
-134,778
10
$19.4M 1.93%
937,209
+3,621
11
$19.3M 1.92%
293,952
+3,540
12
$19.2M 1.91%
210,382
+4,271
13
$19.1M 1.9%
172,102
+1,025
14
$19.1M 1.9%
475,914
+42,339
15
$18.5M 1.84%
248,988
+4,000
16
$18.4M 1.84%
186,503
+13,821
17
$17.9M 1.78%
155,554
+55
18
$17.3M 1.73%
260,473
+1,658
19
$16.6M 1.66%
121,033
-580
20
$16.3M 1.62%
218,881
+840
21
$16.2M 1.61%
167,745
+605
22
$14.9M 1.48%
586,914
+28,684
23
$14.7M 1.47%
268,687
+3,510
24
$14.7M 1.46%
233,605
+3,870
25
$14.7M 1.46%
137,174
+3,792
1
2 3 4 5