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
$2.09B
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.31M
3
+$6.59M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.31M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.91M

Top Sells

1
+$19M
2
+$17.2M
3
+$15.6M
4
IAU icon
iShares Gold Trust
IAU
+$11.4M
5
CVX icon
Chevron
CVX
+$5.61M

Sector Composition

1 Technology 21.83%
2 Financials 13.11%
3 Healthcare 8.76%
4 Communication Services 7.81%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.77M 0.18%
+74,300
77
$3.32M 0.16%
9,119
+63
78
$3.32M 0.16%
222,850
79
$3.29M 0.16%
31,676
-380
80
$2.98M 0.14%
68,023
-7,262
81
$2.77M 0.13%
28,575
-700
82
$2.75M 0.13%
+16,045
83
$2.7M 0.13%
29,180
-350
84
$2.66M 0.13%
24,163
-395
85
$2.62M 0.13%
61,492
-1,676
86
$2.61M 0.12%
7,594
-69
87
$2.6M 0.12%
102,665
+32,855
88
$2.52M 0.12%
20,827
-1,900
89
$2.38M 0.11%
9,353
-104
90
$2.38M 0.11%
33,354
-5,671
91
$2.33M 0.11%
11,062
-131
92
$2.31M 0.11%
6,921
-450
93
$2.28M 0.11%
19,963
-200
94
$2.23M 0.11%
21,398
-1,506
95
$2.18M 0.1%
3,922
96
$2.18M 0.1%
9,135
-192
97
$2.16M 0.1%
4,905
-29
98
$2.08M 0.1%
52,218
+1,758
99
$2.06M 0.1%
3,761
+427
100
$1.96M 0.09%
13,158
2 3
4
5 6