HCM

Howland Capital Management Portfolio holdings

AUM $2.53B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.55M
3
+$2.83M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.77M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.28M

Top Sells

1
+$10.1M
2
+$8.26M
3
+$3.3M
4
SNPS icon
Synopsys
SNPS
+$3.09M
5
APH icon
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
26
$30.9M 1.18%
13,228
-617
27
$29.8M 1.14%
46,651
-449
28
$28.8M 1.1%
1,126,598
+109,146
29
$28.5M 1.09%
1,172,950
+116,891
30
$27.6M 1.05%
198,363
-292
31
$27.5M 1.05%
97,274
+525
32
$27.5M 1.05%
93,076
+1,756
33
$26.3M 1%
142,865
+11,335
34
$25.4M 0.97%
19,247
+75
35
$24.5M 0.93%
973,740
-5,000
36
$24.5M 0.93%
159,285
+1,158
37
$24.1M 0.92%
245,910
+2,297
38
$23.5M 0.89%
151,032
+11,794
39
$20.5M 0.78%
182,530
-47,500
40
$20.4M 0.78%
868,989
+74,728
41
$20.3M 0.77%
303,039
-5,203
42
$20.1M 0.76%
35,685
+3,890
43
$19.5M 0.74%
64,599
-109
44
$19M 0.72%
203,944
-13,856
45
$17.4M 0.66%
154,077
-2,590
46
$17.1M 0.65%
34,570
-5,472
47
$15.4M 0.59%
49,404
48
$15.3M 0.58%
692,153
+68,813
49
$13.8M 0.53%
74,668
+4,616
50
$13.3M 0.51%
160,608
-63
1
2
3 4 5