HOWLAND CAPITAL MANAGEMENT LLC

RIA/Wealth

HOWLAND CAPITAL MANAGEMENT LLC is a RIA/Wealth based in Boston, MA led by Weston Howland, reporting $3.3B in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).

CEOWeston Howland

Portfolio Value: $2.6B
Positions: 275
Top Holding: MSFT at 5.66%
Last Reported: Q3 2025

Address75 Federal St, Ste 1100, Boston, MA, 02110-1911, United States

Top Holdings

Largest long holdings in HOWLAND CAPITAL MANAGEMENT LLC's portfolio (39.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$148.6M	5.66%	-$1.4M Sold	0.00% 286.9K shares	≤ Q2 2013 Held for 12y 5m+
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$142.6M	5.43%	-$1.3M Sold	0.00% 586.7K shares	Q4 2016 Held for 8y 11m
3 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$140.4M	5.35%	-$753.5K Sold	— 2.0M shares	Q3 2014 Held for 11y 2m
4 Apple AAPL	Consumer Electronics Technology	$134.3M	5.12%	+$7.4M Bought	0.00% 527.5K shares	≤ Q2 2013 Held for 12y 5m+
5 Nvidia NVDA	Semiconductors Technology	$91.8M	3.50%	+$1.5M Bought	0.00% 492.2K shares	Q1 2020 Held for 5y 8m
6 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$90.8M	3.46%	-$416.3K Sold	0.01% 180.6K shares	Q4 2019 Held for 5y 11m
7 Amphenol APH	Hardware, Equipment & Parts Technology	$80.6M	3.07%	-$2.2M Sold	0.05% 650.3K shares	≤ Q2 2013 Held for 12y 5m+
8 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$71.5M	2.72%	+$1.0M Bought	0.00% 97.3K shares	Q2 2016 Held for 9y 5m
9 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$62.5M	2.38%	-$198.0K Sold	0.04% 432.5K shares	Q1 2015 Held for 10y 8m
10 Amazon AMZN	Specialty Retail Consumer Cyclical	$62.0M	2.36%	+$11.0M Bought	0.00% 282.4K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in HOWLAND CAPITAL MANAGEMENT LLC's latest filing

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Market Value

$2.6B

Prior: $2.5B

Q/Q Change

+6.94%

+$170.3M

Net Flows % of MV

+0.401%

Turnover Ratio

1.98%

New Purchases

7 stocks

$2.7M

Added To

100 stocks

+$54.3M

Sold Out Of

6 stocks

$11.4M

Reduced Holdings

105 stocks

-$35.0M

Increased Positions

Position	Shares Δ	Change
1 SoFi Technologies, Inc. SOFI	New	0 → 53.3K +$1.4M
2 CoreWeave, Inc. CRWV	New	0 → 2.5K +$342.1K
3 AGNC Investment Corp. AGNC	New	0 → 32.8K +$324.7K
4 UPRO ProShares UltraPro S&P 500 UPRO	New	0 → 2.2K +$242.4K
5 iShares MSCI KLD 400 Social ETF DSI	New	0 → 1.6K +$205.3K

Decreased Positions

Position	Shares Δ	Change
1 Ansys ANSS	Sold	28.7K → 0 −$10.1M
2 VanEck Low Carbon Energy SMOG	Sold	3.3K → 0 −$365.1K
3 Align Technology ALGN	Sold	1.4K → 0 −$264.5K
4 DEO Diageo DEO	Sold	2.6K → 0 −$259.8K
5 ICLN iShares Global Clean Energy ICLN	Sold	15.8K → 0 −$206.7K

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Analytics

Portfolio insights and performance metrics for HOWLAND CAPITAL MANAGEMENT LLC

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Sector Allocation

Technology

22.90%

ETF

20.90%

Financial Services

11.90%

Communication Services

8.80%

Consumer Cyclical

8.40%

Healthcare

8.10%

Industrials

5.50%

Consumer Defensive

4.20%

Energy

2.20%

Basic Materials

2.10%

Real Estate

1.90%

Utilities

1.50%

Market Cap Distribution

Mega Cap (> $200B)

40.71%

Large Cap ($10B - $200B)

35.46%

Mid Cap ($2B - $10B)

1.86%

Small Cap ($300M - $2B)

0.13%

Nano Cap (< $50M)

0.03%

N/A (ETF or Unknown)

21.81%

Portfolio Concentration

Top 10 Holdings %

39.06%

Top 20 Holdings %

56.04%

Top 50 Holdings %

83.98%

Top 100 Holdings %

94.27%