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
$2.09B
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.31M
3
+$6.59M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.31M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.91M

Top Sells

1
+$19M
2
+$17.2M
3
+$15.6M
4
IAU icon
iShares Gold Trust
IAU
+$11.4M
5
CVX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$147M 7.05%
2,514,887
-44,330
2
$140M 6.69%
313,481
-6,904
3
$103M 4.91%
563,723
-1,153
4
$83.9M 4.01%
398,381
+31,299
5
$76.1M 3.64%
187,140
+514
6
$57.9M 2.77%
125,060
-10,672
7
$53.8M 2.57%
488,571
-705
8
$48.6M 2.32%
184,998
-4,292
9
$47.8M 2.28%
107,095
+347
10
$47.6M 2.28%
705,862
+3,050
11
$46.5M 2.22%
92,281
+2,886
12
$45.4M 2.17%
181,377
+3,950
13
$44.3M 2.12%
185,783
-1,110
14
$43M 2.05%
77,626
+95
15
$39.9M 1.91%
203,616
+3,331
16
$37.1M 1.77%
96,172
-120
17
$36.9M 1.77%
143,598
+2,284
18
$36.8M 1.76%
297,862
+39,692
19
$31.9M 1.52%
211,835
-5,473
20
$31.7M 1.51%
202,413
-35,885
21
$30M 1.43%
54,903
-1,503
22
$28.1M 1.34%
399,480
+495
23
$27.1M 1.29%
16,484
+64
24
$25.8M 1.23%
100,883
-3,219
25
$25.7M 1.23%
113,519
+85
1
2 3 4 5