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
$1.25B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.84M
3
+$2.86M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$2.57M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$2.55M

Top Sells

1
+$3.65M
2
+$3.45M
3
+$3.16M
4
WBA
Walgreens Boots Alliance
WBA
+$1.94M
5
NBIS
Nebius Group N.V.
NBIS
+$1.6M

Sector Composition

1 Healthcare 18.75%
2 Technology 13.65%
3 Financials 9.8%
4 Industrials 8.88%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.9M 1.35%
260,056
+224
27
$16.5M 1.32%
515,786
+13,649
28
$16.3M 1.31%
427,230
+10,720
29
$16.2M 1.29%
200,309
+7,332
30
$15.7M 1.26%
124,726
-7,800
31
$15.4M 1.23%
128,976
-26,558
32
$15.4M 1.23%
211,851
+8,449
33
$14.2M 1.14%
209,096
-3,630
34
$14.2M 1.14%
154,490
-783
35
$14.2M 1.13%
268,840
+54,220
36
$13.9M 1.12%
217,906
-8,585
37
$13.9M 1.11%
184,748
+1,550
38
$13.9M 1.11%
184,103
-4,195
39
$13.3M 1.06%
603,724
-12,440
40
$13.2M 1.06%
152,898
+4,800
41
$13.1M 1.05%
160,578
+890
42
$13M 1.04%
254,252
-1,006
43
$12.5M 1%
188,270
-10,880
44
$12.1M 0.97%
192,189
-472
45
$12.1M 0.97%
45,293
+858
46
$11.7M 0.94%
148,326
+2,163
47
$11.3M 0.9%
103,165
-2,486
48
$10.8M 0.86%
91,731
-1,570
49
$10.4M 0.83%
85,372
+867
50
$10.2M 0.81%
222,784
+3,970
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