HCM
Howland Capital Management Portfolio holdings
AUM
$2.63B
1-Year Est. Return
24.86%
This Fund
S&P 500
1 Year Est. Return
+24.86%
AUM
$2.63B
AUM Growth
+$4.23M
(+0.16%)
Holding
286
Top Buys
| 1 | +$7.61M | |
| 2 | +$5.89M | |
| 3 | +$4.28M | |
| 4 |
Blackstone
BX
|
+$4.25M |
| 5 |
Ecolab
ECL
|
+$3.23M |
Top Sells
| 1 | +$24.5M | |
| 2 | +$17.2M | |
| 3 | +$9.8M | |
| 4 |
Synopsys
SNPS
|
+$8.75M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
276
Mondelez International
MDLZ
$74.9B
| – | – |
-3,423
|
|
||
277
PayPal
PYPL
$43.2B
| – | – |
-3,510
|
|
||
278
Vanguard Information Technology ETF
VGT
$108B
| – | – |
-444
|
|
||
279
Akamai
AKAM
$14.5B
| – | – |
-2,750
|
|
||
280
AstraZeneca
AZN
$301B
| – | – |
-7,000
|
|
||
281
Berkshire Hathaway Class A
BRK.A
$1.08T
| – | – |
-13
|
|
||
|
IBTF
282
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
| – | – |
-112,627
|
|
||
283
Strategy Inc
MSTR
$44.6B
| – | – |
-630
|
|
||
284
Vanguard Mid-Cap Value ETF
VOE
$21.4B
| – | – |
-9,042
|
|
||
285
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.2B
| – | – |
-2,104
|
|
||
|
CRWV
286
CoreWeave Inc
CRWV
$38.4B
| – | – |
-2,500
|
|