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
26
$24.9M 1.19%
192,527
+29,342
27
$24.2M 1.16%
49,767
-331
28
$22.5M 1.07%
93,625
+17
29
$21.5M 1.03%
272,368
-11,180
30
$20M 0.96%
295,466
+107,911
31
$19.8M 0.95%
135,517
+408
32
$19.8M 0.94%
278,631
-436
33
$19.5M 0.93%
784,327
+130,056
34
$18M 0.86%
109,066
-407
35
$17.7M 0.84%
29,698
+1,412
36
$17.5M 0.84%
734,756
+206,145
37
$16.4M 0.78%
142,241
-686
38
$16M 0.77%
120,881
-3,595
39
$15.8M 0.76%
217,907
+25,002
40
$15.8M 0.76%
+20,093
41
$15.3M 0.73%
47,620
-5,764
42
$14.6M 0.7%
145,245
-8,852
43
$14.6M 0.7%
29,049
+5,213
44
$14.4M 0.69%
572,098
+18,165
45
$14.1M 0.67%
73,085
+2,275
46
$13.4M 0.64%
197,815
-1,800
47
$13.2M 0.63%
18,000
48
$11M 0.53%
18
49
$11M 0.53%
443,637
+254,644
50
$11M 0.52%
462,820
+167,403
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