HCM

Howland Capital Management Portfolio holdings

AUM $2.53B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.55M
3
+$2.83M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.77M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.28M

Top Sells

1
+$10.1M
2
+$8.26M
3
+$3.3M
4
SNPS icon
Synopsys
SNPS
+$3.09M
5
APH icon
Amphenol
APH
+$1.91M

Sector Composition

1 Technology 24.07%
2 Financials 11.89%
3 Communication Services 9.55%
4 Consumer Discretionary 8.42%
5 Healthcare 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.71M 0.07%
2,849
-90
127
$1.69M 0.06%
3,781
+47
128
$1.68M 0.06%
52,040
-200
129
$1.63M 0.06%
79,462
130
$1.63M 0.06%
8,692
131
$1.59M 0.06%
12,528
132
$1.59M 0.06%
9,042
133
$1.51M 0.06%
20,131
-79
134
$1.5M 0.06%
17,980
135
$1.43M 0.05%
6,422
136
$1.41M 0.05%
14,926
+73
137
$1.41M 0.05%
+53,347
138
$1.4M 0.05%
13,949
-1,176
139
$1.39M 0.05%
11,695
+12
140
$1.36M 0.05%
53,303
+10,390
141
$1.33M 0.05%
7,096
142
$1.32M 0.05%
4,586
-1,268
143
$1.32M 0.05%
9,372
-440
144
$1.31M 0.05%
2,669
+58
145
$1.28M 0.05%
82,700
146
$1.26M 0.05%
49,093
+16,203
147
$1.25M 0.05%
37,279
-1,000
148
$1.23M 0.05%
1,807
+233
149
$1.23M 0.05%
4,800
150
$1.23M 0.05%
11,065
4 5
6
7 8