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
$2.31B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$17.8M
3
+$16.1M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$8.42M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$7.75M

Top Sells

1
+$17.2M
2
+$6.89M
3
+$5.37M
4
CVX icon
Chevron
CVX
+$5.22M
5
ECL icon
Ecolab
ECL
+$4.02M

Sector Composition

1 Technology 20.79%
2 Financials 13.42%
3 Healthcare 9.36%
4 Consumer Discretionary 7.17%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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+8,849
177
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186
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196
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197
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