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
51
$9.81M 0.79%
78,374
-4,080
52
$9.74M 0.78%
106,472
+41,947
53
$9.37M 0.75%
65,236
-121
54
$9.13M 0.73%
46,047
-725
55
$8.37M 0.67%
124,244
-51,255
56
$8.37M 0.67%
255,500
-49,000
57
$7.79M 0.62%
64,932
+30
58
$6.84M 0.55%
106,025
+3,663
59
$6.69M 0.54%
82,011
+5,078
60
$6.4M 0.51%
151,320
-3,272
61
$6M 0.48%
63,349
-480
62
$5.97M 0.48%
59,460
+25,635
63
$5.94M 0.48%
38,394
-1,288
64
$5.21M 0.42%
38,863
-6,208
65
$5.02M 0.4%
108,829
+237
66
$4.93M 0.4%
84,400
+800
67
$4.92M 0.39%
188,528
+41,195
68
$4.88M 0.39%
30,996
-60
69
$4.72M 0.38%
14,993
+484
70
$4.7M 0.38%
47,662
-1,675
71
$4.22M 0.34%
78,779
+2,293
72
$3.66M 0.29%
37,846
-241
73
$3.4M 0.27%
21,530
74
$3.24M 0.26%
241,659
+18,366
75
$3.07M 0.25%
66,467
-4,365
1 2
3
4 5