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
$1.89B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.89M
3
+$4.35M
4
SPGI icon
S&P Global
SPGI
+$3.76M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.37M

Top Sells

1
+$6.33M
2
+$5.34M
3
+$4.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.23M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$2.92M

Sector Composition

1 Technology 18.11%
2 Financials 13.97%
3 Healthcare 9.52%
4 Consumer Discretionary 7.54%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$762K 0.04%
20,214
-1,500
152
$762K 0.04%
11,308
-500
153
$758K 0.04%
6,177
154
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3,369
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155
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3,797
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156
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28,370
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157
$727K 0.04%
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158
$725K 0.04%
9,619
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159
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160
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161
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162
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163
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164
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165
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166
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169
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170
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171
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172
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2,772
173
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2,225
+245
174
$627K 0.03%
8,140
+1,180
175
$605K 0.03%
8,311
-26
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