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
51
$6.72M 0.63%
60,801
-942
52
$6.54M 0.62%
117,654
+18,284
53
$6.48M 0.61%
516,846
-21,241
54
$6.46M 0.61%
163,760
-8,812
55
$6.45M 0.61%
22,031
+314
56
$6.33M 0.6%
126,860
-9,173
57
$6.29M 0.59%
155,768
-9,497
58
$6.18M 0.58%
135,268
+4,961
59
$5.79M 0.55%
300,447
-166,171
60
$5.62M 0.53%
52,042
-2,986
61
$5.43M 0.51%
+34,778
62
$5.23M 0.49%
87,590
-25,275
63
$4.75M 0.45%
77,848
-65,829
64
$4.75M 0.45%
193,026
+94,104
65
$4.58M 0.43%
126,113
-38,913
66
$4.18M 0.39%
115,954
-54,259
67
$4.15M 0.39%
46,448
-740
68
$4.11M 0.39%
33,873
-18,465
69
$3.74M 0.35%
29,416
-100
70
$3.54M 0.33%
48,622
-843
71
$3.41M 0.32%
24,691
-8,058
72
$3.25M 0.31%
54,678
-10,261
73
$3.18M 0.3%
32,588
-180
74
$3.09M 0.29%
74,583
-5,229
75
$2.65M 0.25%
54,054
1 2
3
4 5