HCM
Howland Capital Management Portfolio holdings
AUM
$2.45B
1-Year Return
18.92%
This Quarter Return
+3.12%
1 Year Return
+18.92%
3 Year Return
+69.21%
5 Year Return
+110.29%
10 Year Return
+257.66%
AUM
$2.09B
AUM Growth
+$20.8M
(+1%)
Cap. Flow
-$13.2M
Cap. Flow
% of AUM
-0.63%
Top 10 Holdings %
Top 10 Hldgs %
38.51%
Holding
286
New
23
Increased
81
Reduced
111
Closed
14
Top Buys
| 1 |
ServiceNow
NOW
|
$15.8M |
| 2 |
Walmart
WMT
|
$7.31M |
| 3 |
Apple
AAPL
|
$6.59M |
| 4 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
$6.31M |
| 5 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
$4.91M |
Top Sells
| 1 |
Sprott Physical Gold
PHYS
|
$19M |
| 2 |
Sprott Physical Gold and Silver Trust
CEF
|
$17.2M |
| 3 |
Walt Disney
DIS
|
$15.6M |
| 4 |
iShares Gold Trust
IAU
|
$11.4M |
| 5 |
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% |
