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
$2.28B
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.12M
3
+$3.78M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.74M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.49M

Top Sells

1
+$14.3M
2
+$4.32M
3
+$3.48M
4
STZ icon
Constellation Brands
STZ
+$3.12M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.31M

Sector Composition

1 Technology 21.56%
2 Financials 13.62%
3 Healthcare 8.75%
4 Communication Services 7.94%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$526K 0.02%
4,949
+99
202
$526K 0.02%
+5,153
203
$511K 0.02%
13,225
+2,390
204
$508K 0.02%
2,166
205
$503K 0.02%
2,391
+34
206
$498K 0.02%
1,053
207
$496K 0.02%
2,645
-36
208
$491K 0.02%
2,223
-93
209
$485K 0.02%
29,454
210
$482K 0.02%
11,099
-4
211
$469K 0.02%
11,735
+877
212
$464K 0.02%
+9,768
213
$462K 0.02%
6,079
-877
214
$456K 0.02%
2,801
+7
215
$446K 0.02%
+2,452
216
$441K 0.02%
1,831
-467
217
$439K 0.02%
+4,477
218
$435K 0.02%
+5,750
219
$431K 0.02%
82,700
220
$427K 0.02%
15,621
-2,400
221
$423K 0.02%
2,594
+341
222
$418K 0.02%
2,236
223
$417K 0.02%
20,817
+394
224
$415K 0.02%
+5,325
225
$407K 0.02%
3,891
7 8
9
10 11