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
$1.21B
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$1.82M
3
+$1.75M
4
AWK icon
American Water Works
AWK
+$1.43M
5
FRC
First Republic Bank
FRC
+$1.07M

Top Sells

1
+$8.8M
2
+$6.61M
3
+$1.07M
4
VZ icon
Verizon
VZ
+$953K
5
AKAM icon
Akamai
AKAM
+$924K

Sector Composition

1 Healthcare 19.74%
2 Technology 12.51%
3 Industrials 9.94%
4 Financials 9.57%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.1M 3.56%
578,875
-3,538
2
$33.3M 2.75%
316,675
-1,510
3
$31.3M 2.58%
269,692
-3,254
4
$30.1M 2.48%
193,559
-56
5
$29.7M 2.45%
1,078,424
+63,579
6
$29.3M 2.42%
214,501
-1,680
7
$27.1M 2.23%
208,258
-1,137
8
$26.6M 2.19%
186,551
-410
9
$26.3M 2.17%
450,709
+7,491
10
$25.8M 2.13%
136,283
+560
11
$23.7M 1.96%
135,173
-1,220
12
$23.6M 1.95%
231,818
+9,558
13
$23.3M 1.92%
307,519
-2,025
14
$23.1M 1.9%
492,105
-7,222
15
$22.9M 1.89%
156,853
+12,455
16
$22.8M 1.88%
141,409
-295
17
$22.4M 1.85%
270,257
-295
18
$21.4M 1.76%
166,222
-785
19
$21.1M 1.74%
276,850
-1,878
20
$21M 1.74%
912,013
+6,982
21
$20.8M 1.72%
256,501
-850
22
$20.3M 1.68%
263,458
-3,240
23
$18.7M 1.54%
155,534
-8,899
24
$18.7M 1.54%
227,639
-1,170
25
$18.6M 1.54%
280,907
-100
1
2 3 4 5