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
$1.25B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.84M
3
+$2.86M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$2.57M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$2.55M

Top Sells

1
+$3.65M
2
+$3.45M
3
+$3.16M
4
WBA
Walgreens Boots Alliance
WBA
+$1.94M
5
NBIS
Nebius Group N.V.
NBIS
+$1.6M

Sector Composition

1 Healthcare 18.75%
2 Technology 13.65%
3 Financials 9.8%
4 Industrials 8.88%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.58M 0.13%
15,000
102
$1.56M 0.12%
13,706
-200
103
$1.5M 0.12%
20,333
104
$1.48M 0.12%
30,000
105
$1.46M 0.12%
12,750
106
$1.4M 0.11%
10,424
107
$1.4M 0.11%
47,709
+248
108
$1.39M 0.11%
6,650
+2,886
109
$1.36M 0.11%
22,904
-78
110
$1.34M 0.11%
9,910
111
$1.28M 0.1%
23,400
112
$1.23M 0.1%
10,000
113
$1.19M 0.1%
18,204
114
$1.15M 0.09%
18,990
-200
115
$1.1M 0.09%
15,832
116
$1.04M 0.08%
4,893
-566
117
$1.03M 0.08%
7,000
118
$1.03M 0.08%
5,463
-42
119
$1.01M 0.08%
18,750
120
$1.01M 0.08%
9,355
-1,462
121
$1.01M 0.08%
9,020
122
$952K 0.08%
23,778
-880
123
$925K 0.07%
20,555
+15,860
124
$924K 0.07%
5,235
-62
125
$903K 0.07%
10,467
-250
3 4
5
6 7