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
$1.06B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.43M
3
+$5.14M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.35M
5
IAU icon
iShares Gold Trust
IAU
+$2.31M

Top Sells

1
+$12.1M
2
+$6.81M
3
+$6.11M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.88M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.9M

Sector Composition

1 Healthcare 20.05%
2 Technology 12.6%
3 Financials 10.92%
4 Industrials 6.54%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.1M 1.33%
153,234
-8,902
27
$14M 1.32%
205,508
-7,108
28
$13.8M 1.3%
211,184
-34,634
29
$13.8M 1.3%
45
-16
30
$13.7M 1.29%
218,348
-16,398
31
$13.3M 1.26%
145,215
+1,805
32
$13.1M 1.23%
150,237
-21,439
33
$12.8M 1.21%
196,868
-1,178
34
$12.2M 1.15%
187,914
+11,201
35
$12M 1.13%
186,730
-51,547
36
$11.6M 1.09%
88,204
-1,265
37
$11.4M 1.07%
138,834
-8,554
38
$11.3M 1.06%
124,081
+3,636
39
$11.2M 1.06%
44,987
-47
40
$10.4M 0.98%
512,780
-26,444
41
$10.3M 0.97%
368,206
+6,332
42
$10.3M 0.97%
209,775
+68,398
43
$9.96M 0.94%
175,081
-11,706
44
$9.33M 0.88%
45,703
-516
45
$9.24M 0.87%
201,644
+2,005
46
$9.02M 0.85%
92,449
-8,125
47
$8.64M 0.81%
98,305
-2,752
48
$8.35M 0.79%
76,720
-196
49
$7.01M 0.66%
256,500
+700
50
$6.84M 0.64%
+78,470
1
2
3 4 5