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
$1.06B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.43M
3
+$5.14M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.35M
5
IAU icon
iShares Gold Trust
IAU
+$2.31M

Top Sells

1
+$12.1M
2
+$6.81M
3
+$6.11M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.88M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.9M

Sector Composition

1 Healthcare 20.05%
2 Technology 12.6%
3 Financials 10.92%
4 Industrials 6.54%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$252K 0.02%
2,625
-25
177
$249K 0.02%
3,732
+305
178
$239K 0.02%
4,375
179
$235K 0.02%
9,294
180
$235K 0.02%
8,000
181
$234K 0.02%
726
-120
182
$233K 0.02%
4,000
183
$233K 0.02%
2,048
184
$231K 0.02%
4,842
185
$230K 0.02%
10,000
186
$229K 0.02%
10,464
+2,638
187
$217K 0.02%
4,390
-108
188
$215K 0.02%
547
-19
189
$212K 0.02%
1,043
190
$212K 0.02%
2,367
-204
191
$207K 0.02%
4,444
-600
192
$206K 0.02%
3,505
-1,320
193
$201K 0.02%
3,786
194
$185K 0.02%
10,500
195
$146K 0.01%
14,050
-4,500
196
– –
-5,965
197
– –
-21,380
198
– –
-15,095
199
– –
-2,363
200
– –
-1,954
5 6 7
8
9