HCM

Howland Capital Management Portfolio holdings

AUM $2.63B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
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
+$13.2M
2
+$5.62M
3
+$3.94M
4
SPGI icon
S&P Global
SPGI
+$3.37M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$3.32M

Top Sells

1
+$5.55M
2
+$4.91M
3
+$4.14M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.08M
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
251
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252
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254
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255
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-115,014
256
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257
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-6,345
258
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-25,000
259
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-46,655
260
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-2,211
7 8 9 10
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