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
$2.09B
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.31M
3
+$6.59M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.31M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.91M

Top Sells

1
+$19M
2
+$17.2M
3
+$15.6M
4
IAU icon
iShares Gold Trust
IAU
+$11.4M
5
CVX icon
Chevron
CVX
+$5.61M

Sector Composition

1 Technology 21.83%
2 Financials 13.11%
3 Healthcare 8.76%
4 Communication Services 7.81%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.94M 0.09%
44,110
-258,970
102
$1.92M 0.09%
72,450
+9,560
103
$1.9M 0.09%
20,832
+18,632
104
$1.79M 0.09%
11,811
-150
105
$1.77M 0.08%
70,650
+29,960
106
$1.73M 0.08%
61,744
-1,397
107
$1.72M 0.08%
17,743
+365
108
$1.71M 0.08%
3,845
109
$1.65M 0.08%
3,444
+1,735
110
$1.65M 0.08%
65,875
+38,025
111
$1.6M 0.08%
20,528
-206
112
$1.57M 0.07%
8,523
-1,200
113
$1.52M 0.07%
+75,080
114
$1.52M 0.07%
63,341
-1,380
115
$1.51M 0.07%
9,390
+4,520
116
$1.46M 0.07%
20,566
-700
117
$1.46M 0.07%
9,047
+305
118
$1.44M 0.07%
8,324
+5
119
$1.4M 0.07%
13,899
-7,030
120
$1.39M 0.07%
5,372
-315
121
$1.38M 0.07%
1,315
-18
122
$1.37M 0.07%
9,052
+12
123
$1.37M 0.07%
58,953
+11,070
124
$1.37M 0.07%
18,950
-150
125
$1.36M 0.07%
12,767
+1,089
3 4
5
6 7