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
$2.31B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$17.8M
3
+$16.1M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$8.42M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$7.75M

Top Sells

1
+$17.2M
2
+$6.89M
3
+$5.37M
4
CVX icon
Chevron
CVX
+$5.22M
5
ECL icon
Ecolab
ECL
+$4.02M

Sector Composition

1 Technology 20.79%
2 Financials 13.42%
3 Healthcare 9.36%
4 Consumer Discretionary 7.17%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.3M 0.19%
24,010
+21,583
77
$4.27M 0.19%
89,253
+21,230
78
$4.17M 0.18%
162,705
+60,040
79
$4.08M 0.18%
160,414
+94,539
80
$4.06M 0.18%
15,912
-133
81
$3.65M 0.16%
24,218
-200
82
$3.58M 0.16%
31,442
-234
83
$3.43M 0.15%
9,139
+20
84
$3.41M 0.15%
14,288
-11,586
85
$3.4M 0.15%
3,839
-693
86
$3.32M 0.14%
222,850
87
$2.86M 0.12%
7,046
-548
88
$2.82M 0.12%
27,125
-1,450
89
$2.81M 0.12%
61,317
-175
90
$2.81M 0.12%
9,214
-139
91
$2.75M 0.12%
21,053
-345
92
$2.7M 0.12%
6,901
-20
93
$2.66M 0.12%
19,715
-1,112
94
$2.56M 0.11%
23,440
-723
95
$2.55M 0.11%
32,630
-724
96
$2.51M 0.11%
118,497
+43,417
97
$2.49M 0.11%
9,425
+8,050
98
$2.44M 0.11%
10,931
-131
99
$2.41M 0.1%
4,881
-24
100
$2.4M 0.1%
9,108
-27
2 3
4
5 6