HCM

Howland Capital Management Portfolio holdings

AUM $2.53B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.55M
3
+$2.83M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.77M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.28M

Top Sells

1
+$10.1M
2
+$8.26M
3
+$3.3M
4
SNPS icon
Synopsys
SNPS
+$3.09M
5
APH icon
Amphenol
APH
+$1.91M

Sector Composition

1 Technology 24.07%
2 Financials 11.89%
3 Communication Services 9.55%
4 Consumer Discretionary 8.42%
5 Healthcare 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.3M 0.47%
275,418
-2,496
52
$11.5M 0.44%
47,044
-585
53
$11.3M 0.43%
35,766
-228
54
$9.81M 0.37%
15,948
55
$9.8M 0.37%
13
56
$9.68M 0.37%
251,501
+20,966
57
$9.4M 0.36%
55,015
+8,942
58
$9.24M 0.35%
360,520
+21,845
59
$9.08M 0.35%
9,814
+66
60
$9.05M 0.34%
89,900
-6,430
61
$7.68M 0.29%
134,465
+5,339
62
$7.45M 0.28%
20,968
+105
63
$6.96M 0.27%
72,383
-5,591
64
$6.71M 0.26%
316,231
+12,887
65
$6.66M 0.25%
28,777
+286
66
$6.01M 0.23%
44,896
+2,558
67
$5.86M 0.22%
17,797
+295
68
$5.42M 0.21%
54,270
69
$5.27M 0.2%
14,083
-914
70
$4.99M 0.19%
195,710
+9,765
71
$4.95M 0.19%
192,756
+3,950
72
$4.68M 0.18%
94,903
-3,543
73
$4.62M 0.18%
69,109
-820
74
$4.57M 0.17%
16,205
-871
75
$4.45M 0.17%
31,668
-13
1 2
3
4 5