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
$2.62B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.39M
3
+$2.85M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.79M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.29M

Top Sells

1
+$10.1M
2
+$7.81M
3
+$5.33M
4
SNPS icon
Synopsys
SNPS
+$2.7M
5
APH icon
Amphenol
APH
+$2.15M

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
KMB icon
176
Kimberly-Clark
KMB
$34.7B
$706K 0.03%
5,621
WY icon
177
Weyerhaeuser
WY
$15.8B
$702K 0.03%
28,308
-1,632
CACI icon
178
CACI
CACI
$13B
$698K 0.03%
1,400
PANW icon
179
Palo Alto Networks
PANW
$138B
$698K 0.03%
3,429
+477
VIG icon
180
Vanguard Dividend Appreciation ETF
VIG
$101B
$698K 0.03%
3,221
HON icon
181
Honeywell
HON
$122B
$695K 0.03%
3,300
-64
DRI icon
182
Darden Restaurants
DRI
$20.7B
$686K 0.03%
3,602
-6
NSC icon
183
Norfolk Southern
NSC
$66.2B
$684K 0.03%
2,277
LIN icon
184
Linde
LIN
$188B
$672K 0.03%
1,414
-16
ESGE icon
185
iShares ESG Aware MSCI EM ETF
ESGE
$5.61B
$667K 0.03%
15,368
-688
LOW icon
186
Lowe's Companies
LOW
$139B
$655K 0.03%
2,608
-80
MDY icon
187
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$650K 0.02%
1,087
-410
YUM icon
188
Yum! Brands
YUM
$40.7B
$645K 0.02%
4,246
-94
DE icon
189
Deere & Co
DE
$131B
$642K 0.02%
1,400
EBC icon
190
Eastern Bankshares
EBC
$4.28B
$640K 0.02%
35,270
+8,282
BDX icon
191
Becton Dickinson
BDX
$55.8B
$626K 0.02%
3,346
+61
DIS icon
192
Walt Disney
DIS
$189B
$584K 0.02%
5,100
+150
AMAT icon
193
Applied Materials
AMAT
$215B
$573K 0.02%
2,798
+4
FTNT icon
194
Fortinet
FTNT
$64.1B
$572K 0.02%
6,800
PLTR icon
195
Palantir
PLTR
$430B
$561K 0.02%
3,075
+1,175
PM icon
196
Philip Morris
PM
$231B
$555K 0.02%
3,424
-1,926
NKE icon
197
Nike
NKE
$96.9B
$541K 0.02%
7,710
+344
AZN icon
198
AstraZeneca
AZN
$280B
$537K 0.02%
7,000
-46
EFA icon
199
iShares MSCI EAFE ETF
EFA
$69.2B
$534K 0.02%
5,714
-39
FDX icon
200
FedEx
FDX
$65B
$513K 0.02%
2,164
-300
6 7
8
9 10