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
$2.62B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.39M
3
+$2.85M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.79M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.29M

Top Sells

1
+$10.1M
2
+$7.81M
3
+$5.33M
4
SNPS icon
Synopsys
SNPS
+$2.7M
5
APH icon
Amphenol
APH
+$2.15M

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
XLE icon
51
State Street Energy Select Sector SPDR ETF
XLE
$13.9B
$12.3M 0.47%
137,709
-1,248
GOOG icon
52
Alphabet (Google) Class C
GOOG
$3.84T
$11.5M 0.44%
47,044
-585
JPM icon
53
JPMorgan Chase
JPM
$861B
$11.3M 0.43%
35,766
-228
GEV icon
54
GE Vernova
GEV
$171B
$9.81M 0.37%
15,948
BRK.A icon
55
Berkshire Hathaway Class A
BRK.A
$1.09T
$9.8M 0.37%
13
IAUM icon
56
iShares Gold Trust Micro
IAUM
$5.62B
$9.68M 0.37%
251,501
+20,966
BX icon
57
Blackstone
BX
$117B
$9.4M 0.36%
55,015
+8,942
IBMQ icon
58
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$533M
$9.24M 0.35%
360,520
+21,845
COST icon
59
Costco
COST
$396B
$9.08M 0.35%
9,814
+66
MINT icon
60
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$9.05M 0.34%
89,900
-6,430
TRNO icon
61
Terreno Realty
TRNO
$6.42B
$7.68M 0.29%
134,465
+5,339
GLD icon
62
SPDR Gold Trust
GLD
$141B
$7.45M 0.28%
20,968
+105
LDUR icon
63
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.01B
$6.96M 0.27%
72,383
-5,591
IBDW icon
64
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.02B
$6.71M 0.26%
316,231
+12,887
ABBV icon
65
AbbVie
ABBV
$404B
$6.66M 0.25%
28,777
+286
ABT icon
66
Abbott
ABT
$218B
$6.01M 0.23%
44,896
+2,558
VTI icon
67
Vanguard Total Stock Market ETF
VTI
$566B
$5.86M 0.22%
17,797
+295
IUSV icon
68
iShares Core S&P US Value ETF
IUSV
$23.9B
$5.42M 0.21%
54,270
ETN icon
69
Eaton
ETN
$132B
$5.27M 0.2%
14,083
-914
IBMP icon
70
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$584M
$4.99M 0.19%
195,710
+9,765
IBMO icon
71
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$550M
$4.95M 0.19%
192,756
+3,950
VNLA icon
72
Janus Henderson Short Duration Income ETF
VNLA
$2.82B
$4.68M 0.18%
94,903
-3,543
KO icon
73
Coca-Cola
KO
$303B
$4.62M 0.18%
69,109
-820
IBM icon
74
IBM
IBM
$288B
$4.57M 0.17%
16,205
-871
PEP icon
75
PepsiCo
PEP
$201B
$4.45M 0.17%
31,668
-13
1 2
3
4 5