HCM

Howland Capital Management Portfolio holdings

AUM $2.53B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.55M
3
+$2.83M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.77M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.28M

Top Sells

1
+$10.1M
2
+$8.26M
3
+$3.3M
4
SNPS icon
Synopsys
SNPS
+$3.09M
5
APH icon
Amphenol
APH
+$1.91M

Sector Composition

1 Technology 24.07%
2 Financials 11.89%
3 Communication Services 9.55%
4 Consumer Discretionary 8.42%
5 Healthcare 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$706K 0.03%
5,621
177
$702K 0.03%
28,308
-1,632
178
$698K 0.03%
1,400
179
$698K 0.03%
3,429
+477
180
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3,221
181
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3,501
-68
182
$686K 0.03%
3,602
-6
183
$684K 0.03%
2,277
184
$672K 0.03%
1,414
-16
185
$667K 0.03%
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-688
186
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2,608
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187
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1,087
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188
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4,246
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189
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1,400
190
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35,270
+8,282
191
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3,346
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192
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193
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194
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195
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3,075
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196
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3,424
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197
$541K 0.02%
7,710
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198
$537K 0.02%
7,000
-46
199
$534K 0.02%
5,714
-39
200
$513K 0.02%
2,164
-300
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8
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