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
$2.63B
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$5.89M
3
+$4.28M
4
BX icon
Blackstone
BX
+$4.25M
5
ECL icon
Ecolab
ECL
+$3.23M

Top Sells

1
+$24.5M
2
+$17.2M
3
+$9.8M
4
SNPS icon
Synopsys
SNPS
+$8.75M
5
AMT icon
American Tower
AMT
+$6.5M

Sector Composition

1 Technology 23.47%
2 Financials 11.87%
3 Communication Services 10.39%
4 Healthcare 9.32%
5 Consumer Discretionary 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DE icon
176
Deere & Co
DE
$160B
$654K 0.02%
1,400
GIS icon
177
General Mills
GIS
$18.9B
$653K 0.02%
14,048
MDY icon
178
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.9B
$652K 0.02%
1,077
-10
WY icon
179
Weyerhaeuser
WY
$18B
$650K 0.02%
27,458
-850
BDX icon
180
Becton Dickinson
BDX
$44B
$642K 0.02%
3,308
-38
YUM icon
181
Yum! Brands
YUM
$44.4B
$642K 0.02%
4,242
-4
HON icon
182
Honeywell
HON
$136B
$640K 0.02%
3,280
-221
PANW icon
183
Palo Alto Networks
PANW
$140B
$637K 0.02%
3,459
+30
LOW icon
184
Lowe's Companies
LOW
$138B
$633K 0.02%
2,623
+15
FDX icon
185
FedEx
FDX
$93.7B
$614K 0.02%
2,114
-50
LIN icon
186
Linde
LIN
$235B
$596K 0.02%
1,398
-16
EBC icon
187
Eastern Bankshares
EBC
$4.56B
$595K 0.02%
32,270
-3,000
DIS icon
188
Walt Disney
DIS
$184B
$574K 0.02%
5,012
-88
KMB icon
189
Kimberly-Clark
KMB
$32.5B
$571K 0.02%
5,587
-34
PM icon
190
Philip Morris
PM
$264B
$558K 0.02%
3,445
+21
EFA icon
191
iShares MSCI EAFE ETF
EFA
$74.7B
$549K 0.02%
5,714
VZ icon
192
Verizon
VZ
$197B
$543K 0.02%
13,336
+4,998
FTNT icon
193
Fortinet
FTNT
$61.2B
$540K 0.02%
6,800
MCO icon
194
Moody's
MCO
$80.5B
$538K 0.02%
1,053
SKE
195
Skeena Resources
SKE
$3.87B
$524K 0.02%
22,080
PLTR icon
196
Palantir
PLTR
$339B
$507K 0.02%
2,850
-225
IWM icon
197
iShares Russell 2000 ETF
IWM
$77.3B
$494K 0.02%
2,006
-10
TXN icon
198
Texas Instruments
TXN
$257B
$481K 0.02%
2,774
-1,928
NKE icon
199
Nike
NKE
$66.3B
$470K 0.02%
7,327
-383
GDX icon
200
VanEck Gold Miners ETF
GDX
$28.7B
$469K 0.02%
5,468
6 7
8
9 10