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
$1.25B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.84M
3
+$2.86M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$2.57M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$2.55M

Top Sells

1
+$3.65M
2
+$3.45M
3
+$3.16M
4
WBA
Walgreens Boots Alliance
WBA
+$1.94M
5
NBIS
Nebius Group N.V.
NBIS
+$1.6M

Sector Composition

1 Healthcare 18.75%
2 Technology 13.65%
3 Financials 9.8%
4 Industrials 8.88%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49M 3.92%
572,469
-6,406
2
$35.6M 2.85%
312,201
-4,474
3
$32.2M 2.58%
1,146,199
+67,775
4
$30.4M 2.44%
213,376
-1,125
5
$29.9M 2.39%
191,259
-2,300
6
$28.9M 2.31%
487,791
+37,082
7
$28.6M 2.29%
204,676
-3,582
8
$27.1M 2.17%
185,126
-1,425
9
$26.1M 2.09%
132,830
-2,343
10
$25.6M 2.05%
134,818
-1,465
11
$25.3M 2.02%
266,097
-4,160
12
$24.4M 1.95%
143,404
+1,995
13
$23.1M 1.85%
491,725
-380
14
$23.1M 1.85%
227,293
-4,525
15
$22.8M 1.83%
277,473
+623
16
$22.5M 1.8%
1,004,818
+92,805
17
$22.2M 1.77%
165,233
-989
18
$21.9M 1.75%
317,844
+36,937
19
$21M 1.68%
200,803
+43,950
20
$19.8M 1.58%
308,499
+980
21
$18.9M 1.51%
226,056
-43,636
22
$18.2M 1.45%
61
23
$17.9M 1.43%
213,972
-13,667
24
$17.8M 1.42%
248,260
-8,241
25
$17.2M 1.38%
236,797
-26,661
1
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