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
$2.28B
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.12M
3
+$3.78M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.74M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.49M

Top Sells

1
+$14.3M
2
+$4.32M
3
+$3.48M
4
STZ icon
Constellation Brands
STZ
+$3.12M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.31M

Sector Composition

1 Technology 21.56%
2 Financials 13.62%
3 Healthcare 8.75%
4 Communication Services 7.94%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11M 0.48%
15,437
+14,179
52
$10.7M 0.47%
64,068
-187
53
$10.7M 0.47%
105,811
-22,981
54
$10M 0.44%
29,787
-969
55
$8.99M 0.39%
104,932
+43,654
56
$8.78M 0.38%
411,131
+122,612
57
$8.49M 0.37%
9,266
-24
58
$8.27M 0.36%
34,519
-1,771
59
$7.54M 0.33%
299,415
+129,000
60
$7.47M 0.33%
43,337
+1,983
61
$7.43M 0.33%
77,951
-2,062
62
$7.3M 0.32%
122,344
-3,146
63
$7.19M 0.31%
37,737
+2,443
64
$6.34M 0.28%
229,030
+6,180
65
$5.71M 0.25%
37,247
-304
66
$5.28M 0.23%
108,012
-2,397
67
$5.25M 0.23%
15,810
-671
68
$5.22M 0.23%
15,862
-50
69
$5.15M 0.23%
29,402
+5,392
70
$5.13M 0.22%
17,685
71
$5.02M 0.22%
54,270
72
$5.02M 0.22%
20,720
-50
73
$4.84M 0.21%
34,502
-790
74
$4.81M 0.21%
74,300
75
$4.4M 0.19%
70,679
+1,664
1 2
3
4 5