HCM

Howland Capital Management Portfolio holdings

AUM $2.53B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.55M
3
+$2.83M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.77M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.28M

Top Sells

1
+$10.1M
2
+$8.26M
3
+$3.3M
4
SNPS icon
Synopsys
SNPS
+$3.09M
5
APH icon
Amphenol
APH
+$1.91M

Sector Composition

1 Technology 24.07%
2 Financials 11.89%
3 Communication Services 9.55%
4 Consumer Discretionary 8.42%
5 Healthcare 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.27M 0.16%
9,108
+226
77
$4.13M 0.16%
7,265
+633
78
$4.1M 0.16%
21,594
+7
79
$3.92M 0.15%
46,301
+1,211
80
$3.92M 0.15%
72,333
-3,816
81
$3.79M 0.14%
164,988
+7,327
82
$3.77M 0.14%
22,504
+1,062
83
$3.68M 0.14%
72,560
+2,262
84
$3.55M 0.14%
14,393
+1,647
85
$3.47M 0.13%
49,800
86
$3.42M 0.13%
8,430
+315
87
$3.22M 0.12%
24,551
-1,102
88
$3.21M 0.12%
161,528
+36,285
89
$3.21M 0.12%
6,725
-150
90
$3.14M 0.12%
123,101
+36,355
91
$3.05M 0.12%
139,095
+718
92
$3M 0.11%
23,706
-1,294
93
$2.92M 0.11%
40,190
+220
94
$2.81M 0.11%
125,556
+568
95
$2.78M 0.11%
23,190
+320
96
$2.72M 0.1%
19,983
-100
97
$2.68M 0.1%
8,820
-17
98
$2.64M 0.1%
117,379
+3,041
99
$2.63M 0.1%
112,627
+7
100
$2.58M 0.1%
7,830
+329
2 3
4
5 6