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
$1.89B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.89M
3
+$4.35M
4
SPGI icon
S&P Global
SPGI
+$3.76M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.37M

Top Sells

1
+$6.33M
2
+$5.34M
3
+$4.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.23M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$2.92M

Sector Composition

1 Technology 18.11%
2 Financials 13.97%
3 Healthcare 9.52%
4 Consumer Discretionary 7.54%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.82M 0.1%
11,557
-120
102
$1.81M 0.1%
9,723
103
$1.75M 0.09%
13,162
104
$1.75M 0.09%
18,734
-29
105
$1.72M 0.09%
21,809
-58,226
106
$1.72M 0.09%
12,061
-53
107
$1.71M 0.09%
21,167
-155
108
$1.71M 0.09%
50,910
-11,095
109
$1.66M 0.09%
21,506
-271
110
$1.66M 0.09%
62,365
+27,435
111
$1.59M 0.08%
36,164
-4,198
112
$1.57M 0.08%
5,687
-200
113
$1.54M 0.08%
47,916
-2,433
114
$1.53M 0.08%
64,329
+28,707
115
$1.51M 0.08%
23,000
-400
116
$1.5M 0.08%
43,080
-3,100
117
$1.49M 0.08%
68,647
+9,737
118
$1.46M 0.08%
21,266
119
$1.44M 0.08%
4,260
-66
120
$1.35M 0.07%
8,235
-252
121
$1.34M 0.07%
20,071
-266
122
$1.31M 0.07%
8,782
123
$1.31M 0.07%
9,040
124
$1.3M 0.07%
11,015
125
$1.28M 0.07%
25,522
-1,034
3 4
5
6 7