AJ

Ashburton (Jersey) Portfolio holdings

AUM $227M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.28M
3
+$622K
4
HD icon
Home Depot
HD
+$568K
5
PTEN icon
Patterson-UTI
PTEN
+$535K

Top Sells

1
+$3.94M
2
+$3.05M
3
+$2.87M
4
PM icon
Philip Morris
PM
+$2.76M
5
AMZN icon
Amazon
AMZN
+$2.61M

Sector Composition

1 Healthcare 24.94%
2 Financials 17.83%
3 Technology 10.28%
4 Communication Services 9.94%
5 Energy 8.92%
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