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
$2.28B
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.12M
3
+$3.78M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.74M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.49M

Top Sells

1
+$14.3M
2
+$4.32M
3
+$3.48M
4
STZ icon
Constellation Brands
STZ
+$3.12M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.31M

Sector Composition

1 Technology 21.56%
2 Financials 13.62%
3 Healthcare 8.75%
4 Communication Services 7.94%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.31M 0.1%
17,566
-2,149
102
$2.29M 0.1%
10,760
-171
103
$2.25M 0.1%
24,755
-2,370
104
$2.19M 0.1%
4,202
+320
105
$2.16M 0.09%
29,187
+7
106
$2.13M 0.09%
91,313
+28,209
107
$2.05M 0.09%
77,200
-250
108
$2.05M 0.09%
16,298
-18
109
$2.01M 0.09%
3,411
-457
110
$2M 0.09%
87,847
+41,227
111
$1.96M 0.09%
2,198
+22
112
$1.95M 0.09%
11,342
-169
113
$1.89M 0.08%
38,147
+37
114
$1.84M 0.08%
7,942
+493
115
$1.77M 0.08%
13,396
116
$1.73M 0.08%
3,896
-50
117
$1.68M 0.07%
+9,220
118
$1.66M 0.07%
7,544
-73
119
$1.66M 0.07%
62,501
+3,164
120
$1.66M 0.07%
37,683
+459
121
$1.65M 0.07%
14,227
+955
122
$1.64M 0.07%
76,956
-1,222
123
$1.59M 0.07%
12,488
+3,900
124
$1.59M 0.07%
20,355
-16
125
$1.55M 0.07%
3,027
3 4
5
6 7