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
$2.31B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$17.8M
3
+$16.1M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$8.42M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$7.75M

Top Sells

1
+$17.2M
2
+$6.89M
3
+$5.37M
4
CVX icon
Chevron
CVX
+$5.22M
5
ECL icon
Ecolab
ECL
+$4.02M

Sector Composition

1 Technology 20.79%
2 Financials 13.42%
3 Healthcare 9.36%
4 Consumer Discretionary 7.17%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$389K 0.02%
4,850
227
$387K 0.02%
2,709
-400
228
$380K 0.02%
3,244
229
$377K 0.02%
2,448
+7
230
$374K 0.02%
4,979
-800
231
$370K 0.02%
7,109
232
$358K 0.02%
1,960
-435
233
$355K 0.02%
1,397
234
$353K 0.02%
1,762
-40
235
$349K 0.02%
11,134
-2,000
236
$341K 0.01%
838
237
$337K 0.01%
4,186
-290
238
$334K 0.01%
875
+41
239
$334K 0.01%
10,000
-5,095
240
$323K 0.01%
1,325
241
$322K 0.01%
13,740
242
$311K 0.01%
2,300
-150
243
$309K 0.01%
10,257
244
$303K 0.01%
2,500
245
$302K 0.01%
363
-10
246
$300K 0.01%
5,724
-26
247
$297K 0.01%
2,651
-186
248
$296K 0.01%
189
249
$296K 0.01%
1,967
+36
250
$295K 0.01%
910
-45
8 9
10
11 12