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
$2.28B
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.12M
3
+$3.78M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.74M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.49M

Top Sells

1
+$14.3M
2
+$4.32M
3
+$3.48M
4
STZ icon
Constellation Brands
STZ
+$3.12M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.31M

Sector Composition

1 Technology 21.56%
2 Financials 13.62%
3 Healthcare 8.75%
4 Communication Services 7.94%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.53M 0.07%
9,047
127
$1.53M 0.07%
15,397
-2,680
128
$1.52M 0.07%
262,608
129
$1.47M 0.06%
5,062
-315
130
$1.46M 0.06%
9,040
-12
131
$1.46M 0.06%
18,314
-252
132
$1.46M 0.06%
20,071
133
$1.43M 0.06%
5,935
+215
134
$1.39M 0.06%
12,078
-76
135
$1.36M 0.06%
61,495
+35,920
136
$1.36M 0.06%
8,180
+57
137
$1.34M 0.06%
13,833
-908
138
$1.34M 0.06%
5,754
-16
139
$1.3M 0.06%
21,944
+5,686
140
$1.21M 0.05%
13,086
-2,153
141
$1.2M 0.05%
3,417
+543
142
$1.15M 0.05%
52,340
143
$1.13M 0.05%
36,000
144
$1.12M 0.05%
4,057
145
$1.12M 0.05%
6,596
-1,927
146
$1.12M 0.05%
19,732
+138
147
$1.06M 0.05%
42,354
+3,000
148
$1.04M 0.05%
16,665
149
$1.01M 0.04%
16,149
-601
150
$941K 0.04%
4,000
4 5
6
7 8