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
$2.28B
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.12M
3
+$3.78M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.74M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.49M

Top Sells

1
+$14.3M
2
+$4.32M
3
+$3.48M
4
STZ icon
Constellation Brands
STZ
+$3.12M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.31M

Sector Composition

1 Technology 21.56%
2 Financials 13.62%
3 Healthcare 8.75%
4 Communication Services 7.94%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$207K 0.01%
+2,000
277
$205K 0.01%
+5,700
278
$204K 0.01%
3,300
279
$203K 0.01%
+700
280
$203K 0.01%
10,000
281
$201K 0.01%
623
-118
282
$179K 0.01%
15,765
283
$96.3K ﹤0.01%
+11,040
284
– –
-1,002
285
– –
-4,186
286
– –
-12,203
287
– –
-1,324
288
– –
-3,778
289
– –
-5,402
290
– –
-2,500
291
– –
-1,616
292
– –
-3,965
293
– –
-2,320
294
– –
-67,726
295
– –
-568,238
296
– –
-23,210
8 9 10 11
12