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
$2.09B
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.31M
3
+$6.59M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.31M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.91M

Top Sells

1
+$19M
2
+$17.2M
3
+$15.6M
4
IAU icon
iShares Gold Trust
IAU
+$11.4M
5
CVX icon
Chevron
CVX
+$5.61M

Sector Composition

1 Technology 21.83%
2 Financials 13.11%
3 Healthcare 8.76%
4 Communication Services 7.81%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$858K 0.04%
1,597
152
$839K 0.04%
16,000
153
$818K 0.04%
2,716
-130
154
$803K 0.04%
15,229
-20,868
155
$767K 0.04%
16,142
+627
156
$761K 0.04%
6,422
157
$757K 0.04%
5,428
-749
158
$750K 0.04%
32,240
+9,390
159
$748K 0.04%
9,590
-1,684
160
$745K 0.04%
2,457
+561
161
$744K 0.04%
3,373
+35
162
$743K 0.04%
11,274
+493
163
$739K 0.04%
11,682
-230
164
$735K 0.04%
1,674
+64
165
$727K 0.03%
7,115
-1,988
166
$704K 0.03%
22,741
-2,185
167
$698K 0.03%
1,489
+653
168
$667K 0.03%
3,394
+8
169
$665K 0.03%
15,000
170
$659K 0.03%
2,794
171
$657K 0.03%
2,103
+3
172
$627K 0.03%
15,202
-17,132
173
$627K 0.03%
1,671
174
$620K 0.03%
+12,885
175
$618K 0.03%
7,894
5 6
7
8 9