HCM

Howland Capital Management Portfolio holdings

AUM $2.63B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.63B
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$5.89M
3
+$4.28M
4
BX icon
Blackstone
BX
+$4.25M
5
ECL icon
Ecolab
ECL
+$3.23M

Top Sells

1
+$24.5M
2
+$17.2M
3
+$9.8M
4
SNPS icon
Synopsys
SNPS
+$8.75M
5
AMT icon
American Tower
AMT
+$6.5M

Sector Composition

1 Technology 23.47%
2 Financials 11.87%
3 Communication Services 10.39%
4 Healthcare 9.32%
5 Consumer Discretionary 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
76
iShares Russell 1000 Growth ETF
IWF
$116B
$4.31M 0.16%
9,108
IBMR icon
77
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$427M
$4.26M 0.16%
167,451
+44,350
ETN icon
78
Eaton
ETN
$135B
$4.25M 0.16%
13,350
-733
RTX icon
79
RTX Corp
RTX
$282B
$4.17M 0.16%
22,711
+207
MA icon
80
Mastercard
MA
$466B
$4.09M 0.16%
7,162
-103
HD icon
81
Home Depot
HD
$356B
$4.01M 0.15%
11,665
+3,235
IAU icon
82
iShares Gold Trust
IAU
$82.7B
$3.91M 0.15%
48,218
+8,028
CAT icon
83
Caterpillar
CAT
$317B
$3.83M 0.15%
6,685
-40
IBTG icon
84
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.35B
$3.83M 0.15%
167,255
+2,267
CSCO icon
85
Cisco
CSCO
$311B
$3.68M 0.14%
47,822
+11,765
INDB icon
86
Independent Bank
INDB
$3.75B
$3.67M 0.14%
49,800
ICSH icon
87
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.05B
$3.61M 0.14%
71,465
-1,095
VWO icon
88
Vanguard FTSE Emerging Markets ETF
VWO
$109B
$3.56M 0.14%
66,278
-6,055
EMR icon
89
Emerson Electric
EMR
$77.8B
$3.55M 0.14%
26,784
+2,233
LLY icon
90
Eli Lilly
LLY
$884B
$3.55M 0.14%
3,306
+272
MS icon
91
Morgan Stanley
MS
$254B
$3.35M 0.13%
18,898
+3,259
NUE icon
92
Nucor
NUE
$38.6B
$3.25M 0.12%
19,844
-139
IBTK icon
93
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$807M
$3.23M 0.12%
162,516
+988
MCD icon
94
McDonald's
MCD
$234B
$3.18M 0.12%
10,415
+1,595
IBTJ icon
95
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.2B
$3.08M 0.12%
140,163
+1,068
IBTI icon
96
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.56B
$2.81M 0.11%
125,822
+266
ISRG icon
97
Intuitive Surgical
ISRG
$174B
$2.73M 0.1%
4,817
+1,036
IBTH icon
98
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.06B
$2.67M 0.1%
118,970
+1,591
EW icon
99
Edwards Lifesciences
EW
$47.4B
$2.65M 0.1%
31,089
AVGO icon
100
Broadcom
AVGO
$1.57T
$2.64M 0.1%
7,630
-200
2 3
4
5 6