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AJ

Ashburton (Jersey) Portfolio holdings

AUM $227M
This Fund
S&P 500
This Quarter Est. Return
+4.59%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$227M
AUM Growth
-$49.1M
Cap. Flow
-$64.2M
Cap. Flow %
-28.31%
Top 10 Hldgs %
57.46%
Holding
58
New
10
Increased
7
Reduced
25
Closed
6

Top Buys

1
ACN icon
Accenture
ACN
+$9.4M
2
PG icon
Procter & Gamble
PG
+$7.59M
3
ABT icon
Abbott
ABT
+$7.29M
4
UNH icon
UnitedHealth
UNH
+$7.09M
5
KO icon
Coca-Cola
KO
+$6.92M

Top Sells

1
ETN icon
Eaton
ETN
+$18.3M
2
NVDA icon
NVIDIA
NVDA
+$17.9M
3
JPM icon
JPMorgan Chase
JPM
+$12.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.6M

Sector Composition

1 Technology 32.55%
2 Financials 20.52%
3 Communication Services 10.03%
4 Consumer Discretionary 9.94%
5 Healthcare 8.22%

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