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
$2.31B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$17.8M
3
+$16.1M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$8.42M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$7.75M

Top Sells

1
+$17.2M
2
+$6.89M
3
+$5.37M
4
CVX icon
Chevron
CVX
+$5.22M
5
ECL icon
Ecolab
ECL
+$4.02M

Sector Composition

1 Technology 20.79%
2 Financials 13.42%
3 Healthcare 9.36%
4 Consumer Discretionary 7.17%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.4M 0.54%
18
52
$12.1M 0.53%
64,255
-692
53
$10.9M 0.47%
461,512
+147,884
54
$9.8M 0.42%
30,756
-16,864
55
$8.45M 0.37%
125,490
+2,562
56
$8.24M 0.36%
9,290
-108
57
$7.68M 0.33%
80,013
-4,024
58
$7.65M 0.33%
36,290
-1,135
59
$6.4M 0.28%
288,519
+94,725
60
$6.39M 0.28%
37,551
-687
61
$6.33M 0.27%
41,354
+2,658
62
$5.9M 0.26%
35,294
-297
63
$5.46M 0.24%
16,481
-855
64
$5.41M 0.23%
110,409
-8,254
65
$5.38M 0.23%
61,278
+40,446
66
$5.18M 0.22%
54,270
-381
67
$5.05M 0.22%
20,770
-100
68
$5.02M 0.22%
17,685
-146
69
$4.99M 0.22%
69,015
-9,699
70
$4.74M 0.21%
35,292
-14,322
71
$4.64M 0.2%
23,484
-275
72
$4.45M 0.19%
38,956
-11,554
73
$4.44M 0.19%
87,483
-3,487
74
$4.44M 0.19%
74,300
75
$4.37M 0.19%
170,415
+99,765
1 2
3
4 5