HCM

Howland Capital Management Portfolio holdings

AUM $2.62B
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
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
+$15.8M
2
+$7.31M
3
+$6.59M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.31M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.91M

Top Sells

1
+$19M
2
+$17.2M
3
+$15.6M
4
IAU icon
iShares Gold Trust
IAU
+$11.4M
5
CVX icon
Chevron
CVX
+$5.61M

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
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286
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