HCM

Howland Capital Management Portfolio holdings

AUM $2.53B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.55M
3
+$2.83M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.77M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.28M

Top Sells

1
+$10.1M
2
+$8.26M
3
+$3.3M
4
SNPS icon
Synopsys
SNPS
+$3.09M
5
APH icon
Amphenol
APH
+$1.91M

Sector Composition

1 Technology 24.07%
2 Financials 11.89%
3 Communication Services 9.55%
4 Consumer Discretionary 8.42%
5 Healthcare 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$502K 0.02%
1,053
202
$488K 0.02%
2,016
+410
203
$487K 0.02%
5,196
204
$487K 0.02%
14,930
-5
205
$484K 0.02%
15,389
-658
206
$440K 0.02%
5,026
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207
$429K 0.02%
5,133
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208
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1,509
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209
$418K 0.02%
15,326
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210
$418K 0.02%
5,468
211
$407K 0.02%
22,080
212
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1,900
-6
213
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364
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214
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910
215
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8,338
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216
$361K 0.01%
189
217
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218
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219
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220
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1,175
221
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1,231
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222
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2,060
-31
223
$343K 0.01%
2,341
+204
224
$342K 0.01%
+2,500
225
$339K 0.01%
5,720
7 8
9
10 11