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
$1.89B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.89M
3
+$4.35M
4
SPGI icon
S&P Global
SPGI
+$3.76M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.37M

Top Sells

1
+$6.33M
2
+$5.34M
3
+$4.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.23M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$2.92M

Sector Composition

1 Technology 18.11%
2 Financials 13.97%
3 Healthcare 9.52%
4 Consumer Discretionary 7.54%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.73M 0.2%
92,693
-10,407
77
$3.64M 0.19%
33,051
+34
78
$3.32M 0.18%
222,850
79
$3.22M 0.17%
52,412
-13,924
80
$2.91M 0.15%
126,351
+33,039
81
$2.84M 0.15%
113,085
+30,979
82
$2.83M 0.15%
4,862
-468
83
$2.81M 0.15%
38,401
-100
84
$2.8M 0.15%
9,457
-17
85
$2.75M 0.15%
9,056
86
$2.73M 0.14%
44,205
-4,489
87
$2.72M 0.14%
23,209
-354
88
$2.64M 0.14%
7,608
+255
89
$2.46M 0.13%
9,327
90
$2.44M 0.13%
25,098
-1,500
91
$2.38M 0.13%
29,877
-1,000
92
$2.36M 0.12%
20,324
-100
93
$2.32M 0.12%
7,830
-4
94
$2.3M 0.12%
46,440
-350
95
$2.28M 0.12%
3,819
96
$2.25M 0.12%
29,530
97
$2.19M 0.12%
5,125
-30
98
$2.16M 0.11%
11,393
-37
99
$2.15M 0.11%
15,859
+951
100
$1.96M 0.1%
68,072
-4,248
2 3
4
5 6