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
$2.62B
AUM Growth
+$170M
(+6.9%)
Holding
280
Top Buys
| 1 | +$11.3M | |
| 2 | +$6.55M | |
| 3 | +$2.83M | |
| 4 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$2.77M |
| 5 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$2.28M |
Top Sells
| 1 | +$10.1M | |
| 2 | +$8.26M | |
| 3 | +$3.3M | |
| 4 |
Synopsys
SNPS
|
+$3.09M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
276
Diageo
DEO
$45.5B
| – | – |
-2,576
|
|
||
277
iShares Global Clean Energy ETF
ICLN
$2.03B
| – | – |
-15,765
|
|
||
278
VanEck Low Carbon Energy ETF
SMOG
$131M
| – | – |
-3,320
|
|
||
279
Southern Company
SO
$109B
| – | – |
-2,222
|
|
||
280
Align Technology
ALGN
$12.5B
| – | – |
-1,397
|
|