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HJGA
Hardman Johnston Global Advisors Portfolio holdings
AUM
$2.1B
1-Year Est. Return
41.89%
This Fund
S&P 500
1 Year Est. Return
+41.89%
AUM
$2.1B
AUM Growth
+$6.21M
(+0.3%)
Holding
78
Top Buys
| 1 | +$380M | |
| 2 | +$106M | |
| 3 | +$15.4M | |
| 4 |
SLB Ltd
SLB
|
+$9.94M |
| 5 |
Stanley Black & Decker
SWK
|
+$9.23M |
Top Sells
| 1 | +$162M | |
| 2 | +$74.5M | |
| 3 | +$51.4M | |
| 4 |
AstraZeneca
AZN
|
+$50.3M |
| 5 |
Bank of America
BAC
|
+$30.7M |
Sector Composition
| 1 | Energy | 24.6% |
| 2 | Technology | 24.2% |
| 3 | Industrials | 14.91% |
| 4 | Financials | 9.56% |
| 5 | Healthcare | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Cameco
CCJ
$39.5B
| $369M | 17.55% |
3,401,119
+3,316,329
|
|
||
2
ASML
ASML
$690B
| $157M | 7.44% |
118,526
-37,478
|
|
||
3
Mercado Libre
MELI
$93.2B
| $132M | 6.26% |
76,178
-563
|
|
||
4
TechnipFMC
FTI
$29B
| $122M | 5.79% |
+1,761,612
|
|
||
5
Howmet Aerospace
HWM
$110B
| $96.8M | 4.6% |
419,965
-79,541
|
|
||
6
Vertiv
VRT
$116B
| $93.1M | 4.42% |
371,396
-49,545
|
|
||
7
NVIDIA
NVDA
$5.13T
| $85.7M | 4.07% |
491,240
-31,516
|
|
||
8
TSMC
TSM
$2.17T
| $85.1M | 4.04% |
251,742
-57,050
|
|
||
9
Alphabet (Google) Class A
GOOGL
$4.52T
| $78.9M | 3.75% |
274,454
-39,178
|
|
||
10
ICICI Bank
IBN
$106B
| $77.3M | 3.67% |
2,984,885
-2,541,732
|
|
||
11
Curtiss-Wright
CW
$27.7B
| $53.3M | 2.53% |
78,267
-7,182
|
|
||
12
Mastercard
MA
$474B
| $46.9M | 2.23% |
93,812
-4,958
|
|
||
13
Microsoft
MSFT
$2.94T
| $46.3M | 2.2% |
125,120
-34,100
|
|
||
14
Apple
AAPL
$4.81T
| $39M | 1.85% |
153,836
-17,961
|
|
||
15
Advanced Energy
AEIS
$12B
| $35.9M | 1.7% |
111,130
-10,854
|
|
||
16
Eli Lilly
LLY
$1.03T
| $29.3M | 1.39% |
31,819
-380
|
|
||
17
Estee Lauder
EL
$29.9B
| $29.1M | 1.38% |
404,922
-5,742
|
|
||
|
SCHW
18
Charles Schwab
SCHW
$179B
| $28.3M | 1.35% |
301,580
-28,299
|
|
||
19
Corteva
CTVA
$56.4B
| $26.6M | 1.26% |
317,318
-15,540
|
|
||
20
Vertex Pharmaceuticals
VRTX
$121B
| $26.1M | 1.24% |
58,357
-5,449
|
|
||
21
Uber
UBER
$148B
| $25.5M | 1.21% |
354,580
-7,130
|
|
||
|
MRSH
22
Marsh
MRSH
$84.8B
| $23.5M | 1.12% |
135,391
-8,579
|
|
||
23
Edwards Lifesciences
EW
$50.6B
| $23.2M | 1.1% |
289,606
-27,164
|
|
||
24
Albemarle
ALB
$14.7B
| $22.2M | 1.05% |
123,541
+18,043
|
|
||
25
Citigroup
C
$229B
| $21.4M | 1.02% |
189,080
-10,370
|
|
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