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

Top Buys

1
+$14.7M
2
+$6.8M
3
+$6.28M
4
AAPL icon
Apple
AAPL
+$5.84M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.9M

Top Sells

1
+$19M
2
+$17.2M
3
+$16.9M
4
IAU icon
iShares Gold Trust
IAU
+$11.4M
5
CVX icon
Chevron
CVX
+$5.72M

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
251
$255K 0.01%
1,616
-16
252
$253K 0.01%
1,404
253
$249K 0.01%
834
254
$242K 0.01%
1,000
255
$238K 0.01%
2,469
256
$233K 0.01%
1,342
257
$226K 0.01%
+992
258
$221K 0.01%
1,298
259
$220K 0.01%
741
-118
260
$219K 0.01%
+2,840
261
$217K 0.01%
4,550
-100
262
$216K 0.01%
+3,010
263
$215K 0.01%
+1,324
264
$211K 0.01%
10,745
265
$210K 0.01%
15,765
266
$209K 0.01%
+2,726
267
$207K 0.01%
+1,171
268
$205K 0.01%
1,500
269
$200K 0.01%
11,400
270
$200K 0.01%
+2,579
271
$102K ﹤0.01%
82,700
272
$82.9K ﹤0.01%
15,072
-25,357
273
– –
-3,536
274
– –
-3,078
275
– –
-1,388
8 9 10
11
12