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
$1.06B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.43M
3
+$5.14M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.35M
5
IAU icon
iShares Gold Trust
IAU
+$2.31M

Top Sells

1
+$12.1M
2
+$6.81M
3
+$6.11M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.88M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.9M

Sector Composition

1 Healthcare 20.05%
2 Technology 12.6%
3 Financials 10.92%
4 Industrials 6.54%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.12M 0.11%
21,960
102
$1.07M 0.1%
23,400
-11,850
103
$980K 0.09%
7,000
104
$978K 0.09%
8,923
-400
105
$969K 0.09%
3,321
-340
106
$883K 0.08%
14,772
-322
107
$883K 0.08%
21,902
-375
108
$861K 0.08%
4,565
109
$859K 0.08%
9,020
110
$848K 0.08%
5,310
111
$795K 0.07%
14,145
+920
112
$776K 0.07%
14,980
-720
113
$775K 0.07%
35,969
-10,260
114
$742K 0.07%
19,535
-4,000
115
$731K 0.07%
15,621
-4,600
116
$725K 0.07%
4,726
-410
117
$720K 0.07%
19,195
-300
118
$716K 0.07%
7,172
+141
119
$715K 0.07%
21,329
-149
120
$711K 0.07%
+15,000
121
$677K 0.06%
17,394
-5,950
122
$669K 0.06%
8,385
-411
123
$663K 0.06%
5,060
-575
124
$658K 0.06%
15,197
-100
125
$626K 0.06%
5,821
3 4
5
6 7