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
$1.89B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.89M
3
+$4.35M
4
SPGI icon
S&P Global
SPGI
+$3.76M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.37M

Top Sells

1
+$6.33M
2
+$5.34M
3
+$4.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.23M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$2.92M

Sector Composition

1 Technology 18.11%
2 Financials 13.97%
3 Healthcare 9.52%
4 Consumer Discretionary 7.54%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$600K 0.03%
3,521
-2
177
$583K 0.03%
2,699
178
$574K 0.03%
6,022
-324
179
$566K 0.03%
10,740
-3
180
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2,217
181
$560K 0.03%
3,406
182
$541K 0.03%
23,430
-1,300
183
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3,158
-23
184
$531K 0.03%
4,760
185
$513K 0.03%
13,393
186
$509K 0.03%
2,516
-285
187
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8,750
188
$497K 0.03%
35,000
-5,000
189
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1,653
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190
$487K 0.03%
2,323
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191
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2,208
192
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193
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194
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3,117
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195
$451K 0.02%
2,409
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196
$448K 0.02%
2,724
-64
197
$430K 0.02%
5,198
-1,940
198
$425K 0.02%
872
199
$423K 0.02%
3,820
200
$411K 0.02%
1,053
+10
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8
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