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
$2.62B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.39M
3
+$2.85M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.79M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.29M

Top Sells

1
+$10.1M
2
+$7.81M
3
+$5.33M
4
SNPS icon
Synopsys
SNPS
+$2.7M
5
APH icon
Amphenol
APH
+$2.15M

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
IWF icon
76
iShares Russell 1000 Growth ETF
IWF
$126B
$4.27M 0.16%
9,108
+226
MA icon
77
Mastercard
MA
$487B
$4.13M 0.16%
7,265
+633
RSP icon
78
Invesco S&P 500 Equal Weight ETF
RSP
$74.8B
$4.1M 0.16%
21,594
+7
MRK icon
79
Merck
MRK
$250B
$3.92M 0.15%
46,301
+1,211
VWO icon
80
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$3.92M 0.15%
72,333
-3,816
IBTG icon
81
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.18B
$3.79M 0.14%
164,988
+7,327
RTX icon
82
RTX Corp
RTX
$230B
$3.77M 0.14%
22,504
+1,062
ICSH icon
83
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.55B
$3.68M 0.14%
72,560
+2,262
ACN icon
84
Accenture
ACN
$167B
$3.55M 0.14%
14,393
+1,647
INDB icon
85
Independent Bank
INDB
$3.66B
$3.47M 0.13%
49,800
HD icon
86
Home Depot
HD
$350B
$3.42M 0.13%
8,430
+315
EMR icon
87
Emerson Electric
EMR
$76.8B
$3.22M 0.12%
24,551
-1,102
IBTK icon
88
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$591M
$3.21M 0.12%
161,528
+36,285
CAT icon
89
Caterpillar
CAT
$280B
$3.21M 0.12%
6,725
-150
IBMR icon
90
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$327M
$3.14M 0.12%
123,101
+36,355
IBTJ icon
91
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$900M
$3.05M 0.12%
139,095
+718
PAYX icon
92
Paychex
PAYX
$40.2B
$3M 0.11%
23,706
-1,294
IAU icon
93
iShares Gold Trust
IAU
$65.5B
$2.92M 0.11%
40,190
+220
IBTI icon
94
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.26B
$2.81M 0.11%
125,556
+568
NFLX icon
95
Netflix
NFLX
$436B
$2.78M 0.11%
23,190
+320
NUE icon
96
Nucor
NUE
$37.2B
$2.72M 0.1%
19,983
-100
MCD icon
97
McDonald's
MCD
$220B
$2.68M 0.1%
8,820
-17
IBTH icon
98
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.81B
$2.64M 0.1%
117,379
+3,041
IBTF icon
99
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.61B
$2.63M 0.1%
112,627
+7
AVGO icon
100
Broadcom
AVGO
$1.8T
$2.58M 0.1%
7,830
+329
2 3
4
5 6