HCM

Howland Capital Management Portfolio holdings

AUM $2.62B
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.39M
3
+$2.85M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.79M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.29M

Top Sells

1
+$10.1M
2
+$7.81M
3
+$5.33M
4
SNPS icon
Synopsys
SNPS
+$2.7M
5
APH icon
Amphenol
APH
+$2.15M

Sector Composition

1 Technology 24.07%
2 Financials 11.89%
3 Communication Services 9.55%
4 Consumer Discretionary 8.42%
5 Healthcare 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.57T
$149M 5.66%
286,941
-2,748
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$3.82T
$143M 5.43%
586,745
-5,470
VEU icon
3
Vanguard FTSE All-World ex-US ETF
VEU
$52.5B
$140M 5.35%
1,967,766
-10,558
AAPL icon
4
Apple
AAPL
$4.15T
$134M 5.12%
527,531
+29,015
NVDA icon
5
NVIDIA
NVDA
$4.46T
$91.8M 3.5%
492,225
+8,227
BRK.B icon
6
Berkshire Hathaway Class B
BRK.B
$1.09T
$90.8M 3.46%
180,593
-828
APH icon
7
Amphenol
APH
$171B
$80.6M 3.07%
650,259
-17,369
META icon
8
Meta Platforms (Facebook)
META
$1.67T
$71.5M 2.72%
97,335
+1,420
TJX icon
9
TJX Companies
TJX
$167B
$62.5M 2.38%
432,475
-1,370
AMZN icon
10
Amazon
AMZN
$2.45T
$62M 2.36%
282,441
+50,118
V icon
11
Visa
V
$631B
$61M 2.32%
178,634
+222
ORLY icon
12
O'Reilly Automotive
ORLY
$84B
$50.3M 1.92%
466,877
+2,528
SPGI icon
13
S&P Global
SPGI
$150B
$49.2M 1.88%
101,117
-1,304
ECL icon
14
Ecolab
ECL
$74.9B
$46.1M 1.76%
168,096
-493
TEL icon
15
TE Connectivity
TEL
$68.7B
$46.1M 1.75%
209,809
-991
VOO icon
16
Vanguard S&P 500 ETF
VOO
$803B
$43.6M 1.66%
70,986
+385
AMT icon
17
American Tower
AMT
$83.7B
$37.9M 1.44%
195,448
+441
WMT icon
18
Walmart
WMT
$915B
$37.7M 1.44%
365,781
+5,570
SYK icon
19
Stryker
SYK
$139B
$37M 1.41%
99,995
+2,616
WSO icon
20
Watsco Inc
WSO
$14.1B
$36.8M 1.4%
91,112
-19,317
TMO icon
21
Thermo Fisher Scientific
TMO
$216B
$36.8M 1.4%
75,731
+554
DHR icon
22
Danaher
DHR
$160B
$35.4M 1.35%
178,155
+2,647
SPY icon
23
SPDR S&P 500 ETF Trust
SPY
$701B
$34.9M 1.33%
52,273
-539
KNSL icon
24
Kinsale Capital Group
KNSL
$8.4B
$33.3M 1.27%
78,269
-1,713
IBDR icon
25
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.53B
$32.3M 1.23%
1,330,402
+94,302
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