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
$2.28B
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.12M
3
+$3.78M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.74M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.49M

Top Sells

1
+$14.3M
2
+$4.32M
3
+$3.48M
4
STZ icon
Constellation Brands
STZ
+$3.12M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.31M

Sector Composition

1 Technology 21.56%
2 Financials 13.62%
3 Healthcare 8.75%
4 Communication Services 7.94%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$401K 0.02%
5,852
+316
227
$394K 0.02%
1,757
-5
228
$377K 0.02%
3,820
229
$372K 0.02%
1,956
-4
230
$361K 0.02%
6,780
-329
231
$361K 0.02%
3,775
-825
232
$357K 0.02%
4,979
233
$353K 0.02%
1,562
-633
234
$347K 0.02%
3,279
235
$344K 0.02%
2,709
236
$342K 0.02%
10,257
237
$340K 0.01%
4,457
238
$336K 0.01%
1,325
239
$336K 0.01%
+29,050
240
$334K 0.01%
8,750
241
$333K 0.01%
2,418
-30
242
$329K 0.01%
5,724
243
$326K 0.01%
518
+1
244
$326K 0.01%
189
245
$318K 0.01%
13,740
246
$317K 0.01%
910
247
$311K 0.01%
3,516
-1,900
248
$306K 0.01%
9,750
249
$306K 0.01%
899
+24
250
$300K 0.01%
1,952
-2,804
8 9
10
11 12