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
$2.62B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.39M
3
+$2.85M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.79M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.29M

Top Sells

1
+$10.1M
2
+$7.81M
3
+$5.33M
4
SNPS icon
Synopsys
SNPS
+$2.7M
5
APH icon
Amphenol
APH
+$2.15M

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
MAS icon
151
Masco
MAS
$13.5B
$1.22M 0.05%
17,271
-1,800
APD icon
152
Air Products & Chemicals
APD
$58.9B
$1.17M 0.04%
4,298
ADBE icon
153
Adobe
ADBE
$145B
$1.1M 0.04%
3,128
+26
BMY icon
154
Bristol-Myers Squibb
BMY
$106B
$1.09M 0.04%
24,260
-2,247
IJH icon
155
iShares Core S&P Mid-Cap ETF
IJH
$102B
$1.09M 0.04%
16,665
GBTC icon
156
Grayscale Bitcoin Trust
GBTC
$36B
$1.04M 0.04%
11,600
IWN icon
157
iShares Russell 2000 Value ETF
IWN
$11.9B
$1.01M 0.04%
5,685
AMGN icon
158
Amgen
AMGN
$179B
$981K 0.04%
3,475
+600
HYG icon
159
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$970K 0.04%
11,949
VEA icon
160
Vanguard FTSE Developed Markets ETF
VEA
$187B
$959K 0.04%
15,998
-91
IBIT icon
161
iShares Bitcoin Trust
IBIT
$70B
$957K 0.04%
14,719
-124
SHEL icon
162
Shell
SHEL
$211B
$941K 0.04%
13,149
-2,400
MMM icon
163
3M
MMM
$88.8B
$908K 0.03%
5,854
TXN icon
164
Texas Instruments
TXN
$167B
$864K 0.03%
4,702
-39
GLW icon
165
Corning
GLW
$73.1B
$847K 0.03%
10,331
CRM icon
166
Salesforce
CRM
$249B
$845K 0.03%
3,560
+112
SBUX icon
167
Starbucks
SBUX
$97.6B
$816K 0.03%
9,641
+476
CSX icon
168
CSX Corp
CSX
$67.9B
$777K 0.03%
21,887
NEE icon
169
NextEra Energy
NEE
$174B
$770K 0.03%
10,199
+105
VRTX icon
170
Vertex Pharmaceuticals
VRTX
$116B
$751K 0.03%
1,918
+142
IBHE icon
171
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$391M
$749K 0.03%
32,240
LHX icon
172
L3Harris
LHX
$52B
$735K 0.03%
2,408
+24
AXP icon
173
American Express
AXP
$257B
$732K 0.03%
2,205
-11
SHOP icon
174
Shopify
SHOP
$210B
$719K 0.03%
4,837
+38
GIS icon
175
General Mills
GIS
$24.6B
$708K 0.03%
14,048
-2
5 6
7
8 9