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
$2.31B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$17.8M
3
+$16.1M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$8.42M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$7.75M

Top Sells

1
+$17.2M
2
+$6.89M
3
+$5.37M
4
CVX icon
Chevron
CVX
+$5.22M
5
ECL icon
Ecolab
ECL
+$4.02M

Sector Composition

1 Technology 20.79%
2 Financials 13.42%
3 Healthcare 9.36%
4 Consumer Discretionary 7.17%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.39M 0.1%
13,294
+136
102
$2.32M 0.1%
+18,398
103
$2.23M 0.1%
3,868
+107
104
$2.06M 0.09%
77,450
+5,000
105
$2.04M 0.09%
3,946
+24
106
$1.95M 0.08%
11,511
-300
107
$1.93M 0.08%
29,180
108
$1.91M 0.08%
20,371
-157
109
$1.91M 0.08%
3,882
+37
110
$1.9M 0.08%
18,077
-1,886
111
$1.89M 0.08%
38,110
-6,000
112
$1.81M 0.08%
78,178
-297,670
113
$1.72M 0.07%
59,337
-2,407
114
$1.7M 0.07%
16,316
-1,427
115
$1.68M 0.07%
20,071
116
$1.68M 0.07%
7,617
-707
117
$1.63M 0.07%
8,523
118
$1.63M 0.07%
67,726
+4,385
119
$1.61M 0.07%
13,272
-627
120
$1.6M 0.07%
5,377
+5
121
$1.58M 0.07%
9,047
122
$1.54M 0.07%
2,176
+264
123
$1.52M 0.07%
9,052
124
$1.49M 0.06%
+14,741
125
$1.48M 0.06%
3,027
-417
3 4
5
6 7