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
$1.25B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.84M
3
+$2.86M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$2.57M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$2.55M

Top Sells

1
+$3.65M
2
+$3.45M
3
+$3.16M
4
WBA
Walgreens Boots Alliance
WBA
+$1.94M
5
NBIS
Nebius Group N.V.
NBIS
+$1.6M

Sector Composition

1 Healthcare 18.75%
2 Technology 13.65%
3 Financials 9.8%
4 Industrials 8.88%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3M 0.24%
54,054
77
$2.9M 0.23%
84,308
-106
78
$2.78M 0.22%
26,025
+998
79
$2.78M 0.22%
53,088
80
$2.77M 0.22%
38,944
-60
81
$2.72M 0.22%
59,355
82
$2.61M 0.21%
42,587
-115
83
$2.52M 0.2%
15,115
84
$2.47M 0.2%
17,992
+4,000
85
$2.46M 0.2%
45,721
-210
86
$2.42M 0.19%
39,892
-30
87
$2.42M 0.19%
15,440
88
$2.37M 0.19%
15,332
+70
89
$2.25M 0.18%
48,928
+27,543
90
$2.09M 0.17%
14,278
-1,854
91
$2.04M 0.16%
35,744
92
$1.92M 0.15%
76,562
+6,575
93
$1.91M 0.15%
43,534
-250
94
$1.82M 0.15%
18,356
95
$1.82M 0.15%
9,596
-392
96
$1.73M 0.14%
9,937
97
$1.67M 0.13%
15,700
98
$1.66M 0.13%
20,659
-662
99
$1.62M 0.13%
53,815
+500
100
$1.59M 0.13%
39,749
+120
2 3
4
5 6