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
$2.09B
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.31M
3
+$6.59M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.31M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.91M

Top Sells

1
+$19M
2
+$17.2M
3
+$15.6M
4
IAU icon
iShares Gold Trust
IAU
+$11.4M
5
CVX icon
Chevron
CVX
+$5.61M

Sector Composition

1 Technology 21.83%
2 Financials 13.11%
3 Healthcare 8.76%
4 Communication Services 7.81%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$429K 0.02%
2,170
-1,365
202
$428K 0.02%
+1,665
203
$409K 0.02%
29,454
204
$408K 0.02%
+4,404
205
$406K 0.02%
2,395
-30
206
$403K 0.02%
3,891
-700
207
$401K 0.02%
5,779
208
$399K 0.02%
2,427
-68
209
$392K 0.02%
3,109
210
$391K 0.02%
28,000
-7,000
211
$383K 0.02%
3,244
212
$381K 0.02%
373
213
$381K 0.02%
5,519
+419
214
$380K 0.02%
8,750
215
$380K 0.02%
4,206
+190
216
$368K 0.02%
3,820
217
$364K 0.02%
3,768
218
$363K 0.02%
4,507
-187
219
$356K 0.02%
2,441
+170
220
$353K 0.02%
5,582
-14
221
$347K 0.02%
4,895
-432
222
$337K 0.02%
1,397
223
$334K 0.02%
1,375
224
$332K 0.02%
2,450
-650
225
$331K 0.02%
7,109
7 8
9
10 11