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
$1.89B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.89M
3
+$4.35M
4
SPGI icon
S&P Global
SPGI
+$3.76M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.37M

Top Sells

1
+$6.33M
2
+$5.34M
3
+$4.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.23M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$2.92M

Sector Composition

1 Technology 18.11%
2 Financials 13.97%
3 Healthcare 9.52%
4 Consumer Discretionary 7.54%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$408K 0.02%
3,244
+944
202
$406K 0.02%
6,683
+690
203
$396K 0.02%
973
-48
204
$393K 0.02%
4,158
205
$392K 0.02%
5,049
+1,599
206
$386K 0.02%
2,026
+430
207
$383K 0.02%
1,397
208
$375K 0.02%
+14,750
209
$370K 0.02%
5,979
-750
210
$365K 0.02%
4,747
-156
211
$362K 0.02%
1,806
-28
212
$357K 0.02%
3,119
213
$354K 0.02%
5,490
-96
214
$352K 0.02%
+15,730
215
$351K 0.02%
+1,647
216
$332K 0.02%
19,756
-3,120
217
$330K 0.02%
1,059
218
$320K 0.02%
+1,375
219
$310K 0.02%
534
220
$303K 0.02%
3,180
+125
221
$301K 0.02%
2,700
222
$297K 0.02%
11,900
-3,500
223
$295K 0.02%
7,131
-300
224
$290K 0.02%
5,924
225
$284K 0.02%
4,016
7 8
9
10 11