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
$1.25B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.84M
3
+$2.86M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$2.57M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$2.55M

Top Sells

1
+$3.65M
2
+$3.45M
3
+$3.16M
4
WBA
Walgreens Boots Alliance
WBA
+$1.94M
5
NBIS
Nebius Group N.V.
NBIS
+$1.6M

Sector Composition

1 Healthcare 18.75%
2 Technology 13.65%
3 Financials 9.8%
4 Industrials 8.88%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$875K 0.07%
19,183
-709
127
$864K 0.07%
19,412
-5
128
$850K 0.07%
5,180
-974
129
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16,064
130
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7,186
131
$829K 0.07%
22,495
-1,490
132
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7,087
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133
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20,961
134
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17,341
135
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136
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19,849
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137
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22,000
138
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14,420
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139
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7,439
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140
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8,500
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141
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142
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143
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145
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12,594
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5,512
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147
$569K 0.05%
10,753
-182
148
$566K 0.05%
21,365
-148
149
$550K 0.04%
17,280
-3,300
150
$542K 0.04%
10,805
4 5
6
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