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
$1.89B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.89M
3
+$4.35M
4
SPGI icon
S&P Global
SPGI
+$3.76M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.37M

Top Sells

1
+$6.33M
2
+$5.34M
3
+$4.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.23M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$2.92M

Sector Composition

1 Technology 18.11%
2 Financials 13.97%
3 Healthcare 9.52%
4 Consumer Discretionary 7.54%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.26M 0.07%
24,565
-749
127
$1.21M 0.06%
11,186
-12
128
$1.17M 0.06%
1,333
-8
129
$1.08M 0.06%
12,837
-426
130
$1.02M 0.05%
39,880
+17,400
131
$1M 0.05%
28,908
-300
132
$967K 0.05%
41,529
+27,890
133
$947K 0.05%
3,883
-100
134
$940K 0.05%
8,920
+480
135
$939K 0.05%
10,269
+978
136
$912K 0.05%
3,671
-162
137
$905K 0.05%
1,777
-100
138
$905K 0.05%
8,746
139
$897K 0.05%
15,000
140
$883K 0.05%
5,685
141
$879K 0.05%
8,070
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142
$874K 0.05%
4,541
+1,345
143
$860K 0.05%
+53,140
144
$853K 0.05%
1,365
145
$852K 0.05%
16,861
+1,249
146
$830K 0.04%
14,965
-70
147
$828K 0.04%
12,708
-272
148
$825K 0.04%
23,310
-2,542
149
$779K 0.04%
16,257
+3,566
150
$766K 0.04%
+4,000
4 5
6
7 8