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
$1.89B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.89M
3
+$4.35M
4
SPGI icon
S&P Global
SPGI
+$3.76M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.37M

Top Sells

1
+$6.33M
2
+$5.34M
3
+$4.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.23M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$2.92M

Sector Composition

1 Technology 18.11%
2 Financials 13.97%
3 Healthcare 9.52%
4 Consumer Discretionary 7.54%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$283K 0.02%
10,750
-1,850
227
$269K 0.01%
1,223
228
$267K 0.01%
1,931
229
$265K 0.01%
3,385
-140
230
$245K 0.01%
15,765
231
$244K 0.01%
+4,650
232
$242K 0.01%
5,750
233
$242K 0.01%
1,700
234
$233K 0.01%
82,700
+40,000
235
$229K 0.01%
15,095
-4,127
236
$229K 0.01%
1,050
237
$227K 0.01%
2,536
238
$225K 0.01%
+859
239
$223K 0.01%
932
240
$222K 0.01%
11,215
-6,200
241
$218K 0.01%
+450
242
$217K 0.01%
+2,880
243
$217K 0.01%
+1,408
244
$215K 0.01%
+3,490
245
$215K 0.01%
3,914
-554
246
$211K 0.01%
+1,388
247
$198K 0.01%
21,042
+3,642
248
$138K 0.01%
12,747
249
$90K ﹤0.01%
42,844
+5,000
250
– –
-6,957
7 8 9
10
11