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
$237M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$5.99M
3
+$4.55M
4
ADBE icon
Adobe
ADBE
+$2.24M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.06M

Top Sells

1
+$10.5M
2
+$1.2M
3
+$1.17M
4
AKAM icon
Akamai
AKAM
+$1.05M
5
MRK icon
Merck
MRK
+$399K

Sector Composition

1 Financials 33.46%
2 Technology 26.53%
3 Industrials 10.47%
4 Healthcare 10.36%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
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