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
$1.89B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.89M
3
+$4.35M
4
SPGI icon
S&P Global
SPGI
+$3.76M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.37M

Top Sells

1
+$6.33M
2
+$5.34M
3
+$4.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.23M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$2.92M

Sector Composition

1 Technology 18.11%
2 Financials 13.97%
3 Healthcare 9.52%
4 Consumer Discretionary 7.54%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.66M 0.46%
16,825
+4,416
52
$8.53M 0.45%
19,528
+4,680
53
$8.32M 0.44%
81,634
-438
54
$8.24M 0.44%
37,420
-1,113
55
$7.33M 0.39%
61,547
-1,410
56
$7.2M 0.38%
148,962
-10,725
57
$6.79M 0.36%
39,689
-761
58
$6.72M 0.36%
9,970
+43
59
$6.71M 0.35%
39,448
-1,354
60
$6.08M 0.32%
98,467
-16,076
61
$5.62M 0.3%
51,196
-505
62
$5.21M 0.28%
67,892
-82,488
63
$5.15M 0.27%
102,305
-9,604
64
$5.13M 0.27%
36,415
+85
65
$4.94M 0.26%
78,383
+18,660
66
$4.77M 0.25%
81,024
-3
67
$4.74M 0.25%
198,076
+41,617
68
$4.55M 0.24%
54,000
69
$4.51M 0.24%
34,483
+3,110
70
$4.38M 0.23%
18,199
-524
71
$4.37M 0.23%
25,058
-250
72
$4.35M 0.23%
+52,800
73
$4.23M 0.22%
22,135
-219
74
$4.03M 0.21%
25,986
-176
75
$3.98M 0.21%
16,783
1 2
3
4 5