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
$2.09B
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.31M
3
+$6.59M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.31M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.91M

Top Sells

1
+$19M
2
+$17.2M
3
+$15.6M
4
IAU icon
iShares Gold Trust
IAU
+$11.4M
5
CVX icon
Chevron
CVX
+$5.61M

Sector Composition

1 Technology 21.83%
2 Financials 13.11%
3 Healthcare 8.76%
4 Communication Services 7.81%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$329K 0.02%
1,802
-73
227
$328K 0.02%
4,049
-500
228
$322K 0.02%
1,472
-175
229
$320K 0.02%
+4,850
230
$316K 0.02%
10,257
231
$315K 0.02%
+13,740
232
$312K 0.01%
+8,027
233
$311K 0.01%
5,750
+26
234
$308K 0.01%
+1,690
235
$307K 0.01%
262,608
+51,490
236
$305K 0.01%
1,325
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237
$298K 0.01%
189
238
$297K 0.01%
10,250
239
$294K 0.01%
+5,720
240
$293K 0.01%
4,476
-1,000
241
$292K 0.01%
+4,014
242
$281K 0.01%
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243
$272K 0.01%
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244
$271K 0.01%
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245
$269K 0.01%
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246
$269K 0.01%
2,500
247
$269K 0.01%
15,095
248
$264K 0.01%
955
+45
249
$260K 0.01%
450
250
$256K 0.01%
11,000
8 9
10
11 12