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
$2.31B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$17.8M
3
+$16.1M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$8.42M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$7.75M

Top Sells

1
+$17.2M
2
+$6.89M
3
+$5.37M
4
CVX icon
Chevron
CVX
+$5.22M
5
ECL icon
Ecolab
ECL
+$4.02M

Sector Composition

1 Technology 20.79%
2 Financials 13.42%
3 Healthcare 9.36%
4 Consumer Discretionary 7.17%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.48M 0.06%
63,104
+4,151
127
$1.48M 0.06%
37,224
-14,994
128
$1.47M 0.06%
18,566
-2,000
129
$1.42M 0.06%
12,154
-613
130
$1.41M 0.06%
262,608
131
$1.41M 0.06%
4,057
-18
132
$1.38M 0.06%
8,123
-219
133
$1.36M 0.06%
5,720
+4,248
134
$1.35M 0.06%
+28,500
135
$1.32M 0.06%
1,258
-57
136
$1.3M 0.06%
5,770
+105
137
$1.28M 0.06%
7,449
-1,941
138
$1.28M 0.06%
52,340
-800
139
$1.28M 0.06%
15,239
-1,171
140
$1.16M 0.05%
+36,000
141
$1.1M 0.05%
32,629
-2,202
142
$1.1M 0.05%
16,750
-2,200
143
$1.1M 0.05%
+8,588
144
$1.1M 0.05%
4,000
145
$1.08M 0.05%
46,620
+6,045
146
$1.06M 0.05%
28,985
+755
147
$1.05M 0.05%
19,923
+921
148
$1.04M 0.05%
16,665
149
$1.03M 0.04%
13,396
-2,000
150
$1.02M 0.04%
2,874
+417
4 5
6
7 8