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
$1.06B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.43M
3
+$5.14M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.35M
5
IAU icon
iShares Gold Trust
IAU
+$2.31M

Top Sells

1
+$12.1M
2
+$6.81M
3
+$6.11M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.88M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.9M

Sector Composition

1 Healthcare 20.05%
2 Technology 12.6%
3 Financials 10.92%
4 Industrials 6.54%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$612K 0.06%
16,491
-2,000
127
$606K 0.06%
6,750
128
$600K 0.06%
5,182
+114
129
$595K 0.06%
12,500
130
$593K 0.06%
28,650
131
$563K 0.05%
3,520
-40
132
$555K 0.05%
8,440
-1,866
133
$547K 0.05%
14,895
-2,228
134
$536K 0.05%
14,904
-14,570
135
$529K 0.05%
5,500
136
$519K 0.05%
2,925
+25
137
$493K 0.05%
17,480
+50
138
$472K 0.04%
2,485
+489
139
$471K 0.04%
20,333
140
$467K 0.04%
8,242
-2,987
141
$465K 0.04%
5,524
142
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143
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3,400
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144
$452K 0.04%
6,063
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145
$434K 0.04%
22,500
146
$420K 0.04%
6,055
-50
147
$404K 0.04%
6,473
-212
148
$397K 0.04%
16,142
149
$395K 0.04%
31,337
+888
150
$389K 0.04%
3,900
-1,693
4 5
6
7 8