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
$1.06B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.43M
3
+$5.14M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.35M
5
IAU icon
iShares Gold Trust
IAU
+$2.31M

Top Sells

1
+$12.1M
2
+$6.81M
3
+$6.11M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.88M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.9M

Sector Composition

1 Healthcare 20.05%
2 Technology 12.6%
3 Financials 10.92%
4 Industrials 6.54%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$387K 0.04%
1,986
-28
152
$372K 0.04%
2,490
153
$366K 0.03%
3,960
154
$349K 0.03%
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155
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156
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157
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158
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159
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160
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161
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3,000
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163
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164
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165
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166
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167
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171
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172
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173
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174
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4,011
175
$253K 0.02%
3,835
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