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
$2.28B
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.12M
3
+$3.78M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.74M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.49M

Top Sells

1
+$14.3M
2
+$4.32M
3
+$3.48M
4
STZ icon
Constellation Brands
STZ
+$3.12M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.31M

Sector Composition

1 Technology 21.56%
2 Financials 13.62%
3 Healthcare 8.75%
4 Communication Services 7.94%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$699K 0.03%
5,740
-88
177
$695K 0.03%
1,725
+39
178
$690K 0.03%
39,988
179
$676K 0.03%
7,150
180
$669K 0.03%
1,598
+16
181
$653K 0.03%
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182
$636K 0.03%
3,406
183
$633K 0.03%
2,133
+7
184
$632K 0.03%
+32,925
185
$631K 0.03%
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186
$617K 0.03%
6,761
-508
187
$604K 0.03%
1,419
188
$600K 0.03%
+30,323
189
$598K 0.03%
5,349
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190
$592K 0.03%
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+39
191
$584K 0.03%
8,907
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192
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194
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195
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196
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197
$559K 0.02%
13,600
198
$558K 0.02%
7,376
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199
$554K 0.02%
9,205
+6
200
$550K 0.02%
6,396
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