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
$2.28B
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.12M
3
+$3.78M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.74M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.49M

Top Sells

1
+$14.3M
2
+$4.32M
3
+$3.48M
4
STZ icon
Constellation Brands
STZ
+$3.12M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.31M

Sector Composition

1 Technology 21.56%
2 Financials 13.62%
3 Healthcare 8.75%
4 Communication Services 7.94%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.21M 0.18%
165,355
+2,650
77
$4.19M 0.18%
23,579
+95
78
$4.14M 0.18%
164,864
+4,450
79
$4.05M 0.18%
40,400
+1,444
80
$3.88M 0.17%
88,058
-1,195
81
$3.67M 0.16%
72,753
-14,730
82
$3.6M 0.16%
8,969
-170
83
$3.45M 0.15%
30,511
-931
84
$3.38M 0.15%
165,892
+47,395
85
$3.28M 0.14%
26,494
+3,054
86
$2.98M 0.13%
11,937
-2,351
87
$2.88M 0.13%
10,900
+1,475
88
$2.84M 0.12%
13,810
+516
89
$2.84M 0.12%
7,817
+916
90
$2.77M 0.12%
3,584
-255
91
$2.72M 0.12%
7,005
-41
92
$2.72M 0.12%
58,850
+30,350
93
$2.71M 0.12%
20,287
-766
94
$2.56M 0.11%
8,837
-377
95
$2.55M 0.11%
4,842
-39
96
$2.53M 0.11%
60,561
-756
97
$2.52M 0.11%
21,477
-2,741
98
$2.47M 0.11%
32,339
-291
99
$2.37M 0.1%
18,398
100
$2.32M 0.1%
9,108
2 3
4
5 6