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
$2.31B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$17.8M
3
+$16.1M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$8.42M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$7.75M

Top Sells

1
+$17.2M
2
+$6.89M
3
+$5.37M
4
CVX icon
Chevron
CVX
+$5.22M
5
ECL icon
Ecolab
ECL
+$4.02M

Sector Composition

1 Technology 20.79%
2 Financials 13.42%
3 Healthcare 9.36%
4 Consumer Discretionary 7.17%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$538K 0.02%
2,166
-4
202
$538K 0.02%
2,298
+75
203
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2,316
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204
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18,021
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205
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206
$503K 0.02%
11,103
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207
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208
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209
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210
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211
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212
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213
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214
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215
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216
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218
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219
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220
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3,820
221
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5,009
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222
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3,891
223
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517
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224
$397K 0.02%
4,457
-50
225
$392K 0.02%
3,279
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9
10 11