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
$1.25B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.84M
3
+$2.86M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$2.57M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$2.55M

Top Sells

1
+$3.65M
2
+$3.45M
3
+$3.16M
4
WBA
Walgreens Boots Alliance
WBA
+$1.94M
5
NBIS
Nebius Group N.V.
NBIS
+$1.6M

Sector Composition

1 Healthcare 18.75%
2 Technology 13.65%
3 Financials 9.8%
4 Industrials 8.88%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$371K 0.03%
12,500
-12,500
177
$367K 0.03%
1,469
178
$360K 0.03%
19,650
179
$357K 0.03%
4,650
-930
180
$355K 0.03%
5,328
-195
181
$353K 0.03%
4,728
-2,590
182
$345K 0.03%
1,986
183
$340K 0.03%
6,197
184
$332K 0.03%
7,049
185
$325K 0.03%
2,395
186
$317K 0.03%
2,190
-1,077
187
$314K 0.03%
3,300
188
$310K 0.02%
973
189
$306K 0.02%
1,036
-10
190
$296K 0.02%
2,027
191
$295K 0.02%
1,982
192
$294K 0.02%
4,800
+600
193
$284K 0.02%
1,200
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194
$284K 0.02%
4,160
+130
195
$273K 0.02%
3,368
-446
196
$273K 0.02%
20,750
+6,000
197
$271K 0.02%
2,871
-10
198
$270K 0.02%
3,845
-5
199
$268K 0.02%
2,222
200
$266K 0.02%
+1,808
6 7
8
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