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
$1.23B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$19.8M
3
+$11.4M
4
KMX icon
CarMax
KMX
+$4.15M
5
TJX icon
TJX Companies
TJX
+$3.31M

Top Sells

1
+$21.9M
2
+$8.82M
3
+$6.33M
4
UPS icon
United Parcel Service
UPS
+$5.84M
5
LIN icon
Linde
LIN
+$4.82M

Sector Composition

1 Healthcare 18.45%
2 Technology 11.74%
3 Financials 10.73%
4 Consumer Discretionary 6.96%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.2M 4.66%
484,816
-4,349
2
$53.2M 4.33%
1,060,631
+1,037,231
3
$49.8M 4.05%
252,686
-4,150
4
$40.7M 3.31%
260,270
-274
5
$39.1M 3.18%
629,073
+318,585
6
$31.5M 2.57%
141,053
-18,039
7
$30.5M 2.48%
111,257
-82
8
$30.1M 2.45%
256,965
-6,534
9
$29.2M 2.38%
165,646
-565
10
$26.4M 2.15%
495,475
+62,125
11
$26.3M 2.14%
475,259
+8,640
12
$24.8M 2.02%
244,447
-2,751
13
$24.3M 1.97%
347,509
+59,483
14
$23.4M 1.91%
167,246
+799
15
$22.8M 1.86%
228,913
-430
16
$22.2M 1.8%
127,516
+1,886
17
$21.2M 1.72%
151,346
-11,453
18
$21M 1.71%
231,095
+9,390
19
$20.2M 1.65%
864,022
+4,771
20
$19.6M 1.6%
136,831
-1,400
21
$18.6M 1.51%
230,104
+2,005
22
$17.7M 1.44%
187,624
+894
23
$17.1M 1.39%
164,151
+18,936
24
$16.8M 1.37%
208,441
-4,306
25
$16.8M 1.37%
285,280
+15,600
1
2 3 4 5