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
$2.62B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.39M
3
+$2.85M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.79M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.29M

Top Sells

1
+$10.1M
2
+$7.81M
3
+$5.33M
4
SNPS icon
Synopsys
SNPS
+$2.7M
5
APH icon
Amphenol
APH
+$2.15M

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
MS icon
101
Morgan Stanley
MS
$278B
$2.49M 0.09%
15,639
-435
CSCO icon
102
Cisco
CSCO
$307B
$2.47M 0.09%
36,057
-163
EW icon
103
Edwards Lifesciences
EW
$49.8B
$2.42M 0.09%
31,089
+1,153
DVY icon
104
iShares Select Dividend ETF
DVY
$20.7B
$2.37M 0.09%
16,698
-377
MMC icon
105
Marsh & McLennan
MMC
$89.8B
$2.36M 0.09%
11,694
+12
VYM icon
106
Vanguard High Dividend Yield ETF
VYM
$68.1B
$2.35M 0.09%
16,688
+200
LLY icon
107
Eli Lilly
LLY
$908B
$2.31M 0.09%
3,034
-141
SYY icon
108
Sysco
SYY
$35.2B
$2.28M 0.09%
27,694
-1,655
VO icon
109
Vanguard Mid-Cap ETF
VO
$89.6B
$2.26M 0.09%
7,657
-30
IVV icon
110
iShares Core S&P 500 ETF
IVV
$734B
$2.23M 0.09%
3,338
-98
PSNL icon
111
Personalis
PSNL
$931M
$2.16M 0.08%
330,673
+45,365
ITW icon
112
Illinois Tool Works
ITW
$72.3B
$2.15M 0.08%
8,199
-600
IBMN
113
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$2.12M 0.08%
79,140
-1,880
UNP icon
114
Union Pacific
UNP
$141B
$2.1M 0.08%
8,880
-500
ORCL icon
115
Oracle
ORCL
$611B
$2.04M 0.08%
7,266
-29
BAC icon
116
Bank of America
BAC
$396B
$2.01M 0.08%
38,993
+1,400
SPG icon
117
Simon Property Group
SPG
$59.8B
$2M 0.08%
10,682
-806
EEM icon
118
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$1.99M 0.08%
37,236
-522
CL icon
119
Colgate-Palmolive
CL
$62.6B
$1.95M 0.07%
24,402
-500
ALNY icon
120
Alnylam Pharmaceuticals
ALNY
$61.4B
$1.93M 0.07%
4,243
+243
CTAS icon
121
Cintas
CTAS
$74B
$1.91M 0.07%
9,302
+82
VB icon
122
Vanguard Small-Cap ETF
VB
$69.7B
$1.9M 0.07%
7,456
+9
ILMN icon
123
Illumina
ILMN
$19.6B
$1.81M 0.07%
19,011
-1,011
FISV
124
Fiserv Inc
FISV
$35.5B
$1.8M 0.07%
13,941
WPM icon
125
Wheaton Precious Metals
WPM
$49.4B
$1.79M 0.07%
16,000
3 4
5
6 7