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
$2.31B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$17.8M
3
+$16.1M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$8.42M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$7.75M

Top Sells

1
+$17.2M
2
+$6.89M
3
+$5.37M
4
CVX icon
Chevron
CVX
+$5.22M
5
ECL icon
Ecolab
ECL
+$4.02M

Sector Composition

1 Technology 20.79%
2 Financials 13.42%
3 Healthcare 9.36%
4 Consumer Discretionary 7.17%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.01M 0.04%
19,594
-2,324
152
$1M 0.04%
29,103
+207
153
$1M 0.04%
+39,354
154
$984K 0.04%
16,118
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155
$953K 0.04%
6,972
-143
156
$950K 0.04%
5,697
157
$931K 0.04%
2,890
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158
$920K 0.04%
22,036
-8,600
159
$918K 0.04%
3,808
160
$912K 0.04%
1,597
161
$865K 0.04%
16,258
+116
162
$861K 0.04%
3,180
-193
163
$859K 0.04%
1,384
-11
164
$857K 0.04%
11,608
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165
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6,066
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166
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167
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168
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169
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6,445
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170
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171
$751K 0.03%
32,240
172
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2,716
173
$724K 0.03%
15,000
174
$722K 0.03%
6,728
+2,960
175
$715K 0.03%
5,828
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7
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