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
$2.09B
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.31M
3
+$6.59M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.31M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.91M

Top Sells

1
+$19M
2
+$17.2M
3
+$15.6M
4
IAU icon
iShares Gold Trust
IAU
+$11.4M
5
CVX icon
Chevron
CVX
+$5.61M

Sector Composition

1 Technology 21.83%
2 Financials 13.11%
3 Healthcare 8.76%
4 Communication Services 7.81%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$608K 0.03%
23,360
+155
177
$602K 0.03%
1,400
178
$598K 0.03%
22,848
+13,233
179
$597K 0.03%
5,815
-193
180
$591K 0.03%
3,221
181
$579K 0.03%
7,651
+1,186
182
$576K 0.03%
12,135
-290
183
$567K 0.03%
7,286
+28
184
$554K 0.03%
2,595
+274
185
$553K 0.03%
2,387
186
$548K 0.03%
2,817
+163
187
$536K 0.03%
1,053
-152
188
$529K 0.03%
2,357
+150
189
$515K 0.02%
3,406
190
$501K 0.02%
12,185
-270
191
$497K 0.02%
22,525
+7,945
192
$489K 0.02%
2,236
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193
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-731
194
$474K 0.02%
13,134
195
$473K 0.02%
5,250
-915
196
$466K 0.02%
2,170
197
$452K 0.02%
2,223
-18
198
$448K 0.02%
2,206
+500
199
$443K 0.02%
1,053
+40
200
$440K 0.02%
534
6 7
8
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