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
$1.06B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.43M
3
+$5.14M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.35M
5
IAU icon
iShares Gold Trust
IAU
+$2.31M

Top Sells

1
+$12.1M
2
+$6.81M
3
+$6.11M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.88M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.9M

Sector Composition

1 Healthcare 20.05%
2 Technology 12.6%
3 Financials 10.92%
4 Industrials 6.54%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.24%
53,704
-2,058
77
$2.47M 0.23%
38,944
-250
78
$2.38M 0.22%
15,175
79
$2.34M 0.22%
15,712
+66
80
$2.3M 0.22%
17,992
81
$2.19M 0.21%
46,574
-56,899
82
$2.18M 0.21%
30,148
-1,390
83
$2.15M 0.2%
28,680
-54,060
84
$1.71M 0.16%
32,868
-18,802
85
$1.62M 0.15%
17,013
-518
86
$1.61M 0.15%
9,359
-431
87
$1.54M 0.14%
15,700
88
$1.44M 0.14%
21,526
+1,308
89
$1.43M 0.13%
15,558
-10,866
90
$1.42M 0.13%
48,665
+200
91
$1.36M 0.13%
+16,180
92
$1.35M 0.13%
10,289
93
$1.28M 0.12%
10,000
94
$1.28M 0.12%
8,792
-65
95
$1.26M 0.12%
11,760
-446
96
$1.21M 0.11%
16,446
97
$1.19M 0.11%
35,011
-13,424
98
$1.18M 0.11%
18,766
-542
99
$1.14M 0.11%
10,528
-5,145
100
$1.13M 0.11%
5,123
-26
2 3
4
5 6