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
$2.09B
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.31M
3
+$6.59M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.31M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.91M

Top Sells

1
+$19M
2
+$17.2M
3
+$15.6M
4
IAU icon
iShares Gold Trust
IAU
+$11.4M
5
CVX icon
Chevron
CVX
+$5.61M

Sector Composition

1 Technology 21.83%
2 Financials 13.11%
3 Healthcare 8.76%
4 Communication Services 7.81%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.5M 0.5%
30,800
-315
52
$10.3M 0.49%
64,947
-16,541
53
$7.99M 0.38%
9,398
-47
54
$7.96M 0.38%
84,037
-9,916
55
$7.57M 0.36%
37,425
-1,031
56
$7.33M 0.35%
122,928
-10,051
57
$7.11M 0.34%
313,628
+129,295
58
$6.83M 0.33%
375,848
-42,204
59
$6.53M 0.31%
35,591
-895
60
$6.31M 0.3%
38,238
-491
61
$6.29M 0.3%
50,510
-111
62
$5.88M 0.28%
49,614
-7,413
63
$5.76M 0.28%
118,663
-1,557
64
$5.44M 0.26%
17,336
-609
65
$5.14M 0.25%
25,874
-10,877
66
$5.05M 0.24%
78,714
-356
67
$4.82M 0.23%
54,651
+651
68
$4.79M 0.23%
38,696
+962
69
$4.79M 0.23%
17,831
+1,042
70
$4.6M 0.22%
90,970
-6,897
71
$4.49M 0.21%
20,870
-1,366
72
$4.12M 0.2%
193,794
+146,458
73
$4.1M 0.2%
4,532
-78
74
$4.08M 0.19%
23,759
-1,222
75
$3.87M 0.19%
24,418
-140
1 2
3
4 5