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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
$2.63B
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$5.89M
3
+$4.28M
4
BX icon
Blackstone
BX
+$4.25M
5
ECL icon
Ecolab
ECL
+$3.23M

Top Sells

1
+$24.5M
2
+$17.2M
3
+$9.8M
4
SNPS icon
Synopsys
SNPS
+$8.75M
5
AMT icon
American Tower
AMT
+$6.5M

Sector Composition

1 Technology 23.47%
2 Financials 11.87%
3 Communication Services 10.39%
4 Healthcare 9.32%
5 Consumer Discretionary 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSX icon
251
Phillips 66
PSX
$72.9B
$242K 0.01%
1,874
+6
BSX icon
252
Boston Scientific
BSX
$71.9B
$236K 0.01%
2,475
IBMT
253
iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
$95.2M
$234K 0.01%
+9,000
DELL icon
254
Dell
DELL
$240B
$231K 0.01%
1,838
NVO
255
Novo Nordisk
NVO
$190B
$231K 0.01%
4,531
-878
BF.B icon
256
Brown-Forman Class B
BF.B
$12.2B
$230K 0.01%
8,750
DMLP icon
257
Dorchester Minerals
DMLP
$1.32B
$229K 0.01%
10,257
IBIT icon
258
iShares Bitcoin Trust
IBIT
$47.9B
$228K 0.01%
4,585
-10,134
IWB icon
259
iShares Russell 1000 ETF
IWB
$46.9B
$227K 0.01%
609
-14
ALGN icon
260
Align Technology
ALGN
$12.2B
$218K 0.01%
+1,397
BA icon
261
Boeing
BA
$165B
$213K 0.01%
+981
CARR icon
262
Carrier Global
CARR
$56.5B
$212K 0.01%
4,020
+84
DSI icon
263
iShares MSCI KLD 400 Social ETF
DSI
$5.15B
$210K 0.01%
1,630
VLTO icon
264
Veralto
VLTO
$20.3B
$209K 0.01%
2,087
IWD icon
265
iShares Russell 1000 Value ETF
IWD
$74.5B
$206K 0.01%
+979
VV icon
266
Vanguard Large-Cap ETF
VV
$50.9B
$205K 0.01%
650
RRC icon
267
Range Resources
RRC
$9.22B
$201K 0.01%
5,700
DOC icon
268
Healthpeak Properties
DOC
$14.1B
$161K 0.01%
10,000
VHI icon
269
Valhi
VHI
$402M
$121K ﹤0.01%
10,000
DVS
270
DELISTED
Dolly Varden Silver Corp
DVS
$70.1K ﹤0.01%
15,900
AKAM icon
271
Akamai
AKAM
$18.9B
– –
-2,750
AZN icon
272
AstraZeneca
AZN
$278B
– –
-7,000
BRK.A icon
273
Berkshire Hathaway Class A
BRK.A
$1.05T
– –
-13
CPRT icon
274
Copart
CPRT
$29B
– –
-4,724
IBDQ
275
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-973,740
8 9 10
11
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