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
$2.62B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.39M
3
+$2.85M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.79M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.29M

Top Sells

1
+$10.1M
2
+$7.81M
3
+$5.33M
4
SNPS icon
Synopsys
SNPS
+$2.7M
5
APH icon
Amphenol
APH
+$2.15M

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
MCO icon
201
Moody's
MCO
$88.2B
$502K 0.02%
1,053
IWM icon
202
iShares Russell 2000 ETF
IWM
$73.2B
$488K 0.02%
2,016
+410
BRO icon
203
Brown & Brown
BRO
$27B
$487K 0.02%
5,196
DD icon
204
DuPont de Nemours
DD
$17B
$487K 0.02%
6,247
-2
CMCSA icon
205
Comcast
CMCSA
$101B
$484K 0.02%
15,389
-658
CHD icon
206
Church & Dwight Co
CHD
$20.3B
$440K 0.02%
5,026
+956
UPS icon
207
United Parcel Service
UPS
$81B
$429K 0.02%
5,133
+220
TRV icon
208
Travelers Companies
TRV
$62.8B
$421K 0.02%
1,509
-113
SCHD icon
209
Schwab US Dividend Equity ETF
SCHD
$71.8B
$418K 0.02%
15,326
-6
GDX icon
210
VanEck Gold Miners ETF
GDX
$24.4B
$418K 0.02%
5,468
SKE
211
Skeena Resources
SKE
$2.67B
$407K 0.02%
22,080
VXF icon
212
Vanguard Extended Market ETF
VXF
$25.2B
$398K 0.02%
1,900
-6
KLAC icon
213
KLA
KLAC
$161B
$393K 0.02%
364
-5
CMI icon
214
Cummins
CMI
$70.6B
$384K 0.01%
910
VZ icon
215
Verizon
VZ
$177B
$366K 0.01%
8,338
-105
MKL icon
216
Markel Group
MKL
$25.7B
$361K 0.01%
189
NOBL icon
217
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$361K 0.01%
3,498
-1,250
UVV icon
218
Universal Corp
UVV
$1.31B
$357K 0.01%
6,383
+2,825
AVY icon
219
Avery Dennison
AVY
$13.7B
$354K 0.01%
2,180
-56
VOT icon
220
Vanguard Mid-Cap Growth ETF
VOT
$18.1B
$346K 0.01%
1,175
TSM icon
221
TSMC
TSM
$1.55T
$345K 0.01%
1,231
+129
QCOM icon
222
Qualcomm
QCOM
$188B
$343K 0.01%
2,060
-31
ZTS icon
223
Zoetis
ZTS
$53.1B
$343K 0.01%
2,341
+204
CRWV
224
CoreWeave Inc
CRWV
$43.5B
$342K 0.01%
+2,500
NTR icon
225
Nutrien
NTR
$29.6B
$339K 0.01%
5,720
7 8
9
10 11