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
251
$294K 0.01%
1,000
252
$284K 0.01%
9,750
-500
253
$278K 0.01%
5,720
254
$269K 0.01%
1,404
255
$266K 0.01%
1,298
256
$264K 0.01%
450
257
$260K 0.01%
+3,335
258
$257K 0.01%
2,469
259
$254K 0.01%
10,000
-1,000
260
$245K 0.01%
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261
$244K 0.01%
1,500
262
$238K 0.01%
2,840
263
$234K 0.01%
2,782
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264
$233K 0.01%
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265
$233K 0.01%
741
266
$232K 0.01%
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267
$231K 0.01%
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268
$229K 0.01%
10,000
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269
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270
$225K 0.01%
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271
$223K 0.01%
3,965
-11,264
272
$217K 0.01%
1,324
273
$215K 0.01%
+5,402
274
$215K 0.01%
+3,300
275
$206K 0.01%
+3,778
8 9 10
11
12