HCM

Howland Capital Management Portfolio holdings

AUM $2.53B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.55M
3
+$2.83M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.77M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.28M

Top Sells

1
+$10.1M
2
+$8.26M
3
+$3.3M
4
SNPS icon
Synopsys
SNPS
+$3.09M
5
APH icon
Amphenol
APH
+$1.91M

Sector Composition

1 Technology 24.07%
2 Financials 11.89%
3 Communication Services 9.55%
4 Consumer Discretionary 8.42%
5 Healthcare 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.22M 0.05%
17,271
-1,800
152
$1.17M 0.04%
4,298
153
$1.1M 0.04%
3,128
+26
154
$1.09M 0.04%
24,260
-2,247
155
$1.09M 0.04%
16,665
156
$1.04M 0.04%
11,600
157
$1.01M 0.04%
5,685
158
$981K 0.04%
3,475
+600
159
$970K 0.04%
11,949
160
$959K 0.04%
15,998
-91
161
$957K 0.04%
14,719
-124
162
$941K 0.04%
13,149
-2,400
163
$908K 0.03%
5,854
164
$864K 0.03%
4,702
-39
165
$847K 0.03%
10,331
166
$845K 0.03%
3,560
+112
167
$816K 0.03%
9,641
+476
168
$777K 0.03%
21,887
169
$770K 0.03%
10,199
+105
170
$751K 0.03%
1,918
+142
171
$749K 0.03%
32,240
172
$735K 0.03%
2,408
+24
173
$732K 0.03%
2,205
-11
174
$719K 0.03%
4,837
+38
175
$708K 0.03%
14,048
-2
5 6
7
8 9