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
251
$266K 0.01%
10,257
252
$261K 0.01%
1,838
253
$256K 0.01%
2,845
254
$254K 0.01%
1,868
255
$252K 0.01%
2,104
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256
$242K 0.01%
+2,174
257
$242K 0.01%
2,475
-36
258
$239K 0.01%
8,750
259
$235K 0.01%
3,510
+510
260
$235K 0.01%
3,936
-2,642
261
$233K 0.01%
1,395
-39
262
$228K 0.01%
623
263
$223K 0.01%
2,087
+92
264
$216K 0.01%
3,423
-3,815
265
$215K 0.01%
5,700
266
$214K 0.01%
+1,324
267
$212K 0.01%
4,724
-1,000
268
$208K 0.01%
2,750
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269
$205K 0.01%
+1,630
270
$203K 0.01%
630
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271
$201K 0.01%
+650
272
$192K 0.01%
10,000
273
$158K 0.01%
10,000
274
$79.7K ﹤0.01%
+15,900
275
– –
-28,668
8 9 10
11
12