HCM

Howland Capital Management Portfolio holdings

AUM $2.53B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
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
+$11.3M
2
+$6.55M
3
+$2.83M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.77M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.28M

Top Sells

1
+$10.1M
2
+$8.26M
3
+$3.3M
4
SNPS icon
Synopsys
SNPS
+$3.09M
5
APH icon
Amphenol
APH
+$1.91M

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
226
$336K 0.01%
10,000
227
$336K 0.01%
347
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228
$332K 0.01%
444
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229
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233
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234
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235
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236
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915
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237
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3,320
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238
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239
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240
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241
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242
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244
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245
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246
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247
$280K 0.01%
8,950
248
$279K 0.01%
2,727
249
$272K 0.01%
4,029
-1
250
$271K 0.01%
35,121
8 9
10
11 12