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
$2.28B
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.12M
3
+$3.78M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.74M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.49M

Top Sells

1
+$14.3M
2
+$4.32M
3
+$3.48M
4
STZ icon
Constellation Brands
STZ
+$3.12M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.31M

Sector Composition

1 Technology 21.56%
2 Financials 13.62%
3 Healthcare 8.75%
4 Communication Services 7.94%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$939K 0.04%
29,103
152
$933K 0.04%
5,685
-12
153
$928K 0.04%
2,711
+196
154
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27,653
-1,332
155
$906K 0.04%
16,118
156
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31,121
-1,508
157
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1,390
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158
$859K 0.04%
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159
$856K 0.04%
1,497
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160
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+39,178
161
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162
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17,330
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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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32,240
172
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2,821
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174
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11,311
-297
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$704K 0.03%
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7
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