HCM

Howland Capital Management Portfolio holdings

AUM $2.53B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.55M
3
+$2.83M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.77M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.28M

Top Sells

1
+$10.1M
2
+$8.26M
3
+$3.3M
4
SNPS icon
Synopsys
SNPS
+$3.09M
5
APH icon
Amphenol
APH
+$1.91M

Sector Composition

1 Technology 24.07%
2 Financials 11.89%
3 Communication Services 9.55%
4 Consumer Discretionary 8.42%
5 Healthcare 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.49M 0.09%
15,639
-435
102
$2.47M 0.09%
36,057
-163
103
$2.42M 0.09%
31,089
+1,153
104
$2.37M 0.09%
16,698
-377
105
$2.36M 0.09%
11,694
+12
106
$2.35M 0.09%
16,688
+200
107
$2.31M 0.09%
3,034
-141
108
$2.28M 0.09%
27,694
-1,655
109
$2.26M 0.09%
7,657
-30
110
$2.23M 0.09%
3,338
-98
111
$2.16M 0.08%
330,673
+45,365
112
$2.15M 0.08%
8,199
-600
113
$2.12M 0.08%
79,140
-1,880
114
$2.1M 0.08%
8,880
-500
115
$2.04M 0.08%
7,266
-29
116
$2.01M 0.08%
38,993
+1,400
117
$2M 0.08%
10,682
-806
118
$1.99M 0.08%
37,236
-522
119
$1.95M 0.07%
24,402
-500
120
$1.93M 0.07%
4,243
+243
121
$1.91M 0.07%
9,302
+82
122
$1.9M 0.07%
7,456
+9
123
$1.81M 0.07%
19,011
-1,011
124
$1.8M 0.07%
13,941
125
$1.79M 0.07%
16,000
3 4
5
6 7