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
$2.09B
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.31M
3
+$6.59M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.31M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.91M

Top Sells

1
+$19M
2
+$17.2M
3
+$15.6M
4
IAU icon
iShares Gold Trust
IAU
+$11.4M
5
CVX icon
Chevron
CVX
+$5.61M

Sector Composition

1 Technology 21.83%
2 Financials 13.11%
3 Healthcare 8.76%
4 Communication Services 7.81%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.35M 0.06%
4,075
-3,526
127
$1.34M 0.06%
20,071
128
$1.29M 0.06%
19,120
+10,400
129
$1.28M 0.06%
5,665
-13
130
$1.2M 0.06%
30,636
-2,454
131
$1.18M 0.06%
8,342
+100
132
$1.15M 0.06%
11,608
-157,363
133
$1.15M 0.05%
8,030
134
$1.13M 0.05%
16,410
-2,175
135
$1.11M 0.05%
15,396
136
$1.11M 0.05%
53,140
137
$1.11M 0.05%
2,897
+125
138
$989K 0.05%
34,831
-6,897
139
$975K 0.05%
16,665
-2,565
140
$972K 0.05%
4,000
141
$967K 0.05%
28,896
142
$949K 0.05%
6,938
-403
143
$949K 0.05%
4,764
+86
144
$947K 0.05%
28,230
-5,085
145
$939K 0.04%
19,002
+400
146
$919K 0.04%
40,575
+9,355
147
$917K 0.04%
1,395
+30
148
$910K 0.04%
21,918
-3,011
149
$890K 0.04%
3,808
150
$868K 0.04%
5,697
+12
4 5
6
7 8