HJGA
Hardman Johnston Global Advisors Portfolio holdings
AUM
$2.04B
1-Year Est. Return
24.8%
1 Year Est. Return
+24.8%
AUM
$2.04B
AUM Growth
-$220M
(-9.8%)
Holding
76
Top Buys
| 1 | +$22.2M | |
| 2 | +$17.1M | |
| 3 | +$16M | |
| 4 |
HDFC Bank
HDB
|
+$13.3M |
| 5 |
STMicroelectronics
STM
|
+$10.9M |
Top Sells
| 1 | +$69.7M | |
| 2 | +$23.5M | |
| 3 | +$19.4M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$15.7M |
| 5 |
Corteva
CTVA
|
+$15.4M |
Sector Composition
| 1 | Technology | 28.82% |
| 2 | Financials | 24.45% |
| 3 | Industrials | 12.61% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Healthcare | 10.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
T-Mobile US
TMUS
$234B
| $23.5M | 1.15% |
98,043
-36,177
|
|
||
27
SharkNinja
SN
$15.1B
| $23.2M | 1.14% |
225,339
-38,977
|
|
||
28
Boston Scientific
BSX
$146B
| $23.2M | 1.14% |
237,353
+3,849
|
|
||
29
IQVIA
IQV
$38.8B
| $22.8M | 1.12% |
119,776
-23,450
|
|
||
30
Medtronic
MDT
$131B
| $22.4M | 1.1% |
235,159
+48,616
|
|
||
31
Estee Lauder
EL
$36.6B
| $22.2M | 1.09% |
+252,148
|
|
||
32
PayPal
PYPL
$57.3B
| $21.6M | 1.06% |
321,996
-66,503
|
|
||
33
Adobe
ADBE
$137B
| $20.8M | 1.02% |
58,981
-11,617
|
|
||
34
Amazon
AMZN
$2.49T
| $20.1M | 0.99% |
91,355
-22,885
|
|
||
35
Hexcel
HXL
$6.01B
| $17.3M | 0.85% |
275,897
-25,748
|
|
||
36
Comcast
CMCSA
$100B
| $15.7M | 0.77% |
498,173
-119,407
|
|
||
37
Illumina
ILMN
$19.6B
| $14.9M | 0.73% |
157,384
-27,421
|
|
||
38
Becton Dickinson
BDX
$55.2B
| $12.4M | 0.61% |
66,072
-12,045
|
|
||
|
39
STMicroelectronics
STM
$22.8B
| $10.9M | 0.54% |
+386,540
|
|
||
40
Stanley Black & Decker
SWK
$11.2B
| $9.91M | 0.49% |
133,348
-185
|
|
||
41
Eli Lilly
LLY
$925B
| $8.73M | 0.43% |
11,447
-6,302
|
|
||
42
UnitedHealth
UNH
$308B
| $8.66M | 0.43% |
25,082
-1,708
|
|
||
43
Albemarle
ALB
$14.9B
| $8.54M | 0.42% |
105,332
-9,222
|
|
||
44
Atlassian
TEAM
$41.2B
| $8.36M | 0.41% |
52,355
-436,735
|
|
||
|
45
Alphabet (Google) Class C
GOOG
$3.87T
| $6.09M | 0.3% |
25,000
-10,760
|
|
||
46
Marvell Technology
MRVL
$86B
| $5.2M | 0.26% |
61,860
-31,900
|
|
||
47
Abbott
ABT
$218B
| $5.03M | 0.25% |
37,584
-7,460
|
|
||
48
FMC
FMC
$1.7B
| $4.96M | 0.24% |
147,575
-44,502
|
|
||
49
Enterprise Products Partners
EPD
$69.8B
| $4.91M | 0.24% |
157,148
-34,692
|
|
||
50
Prologis
PLD
$120B
| $2.75M | 0.13% |
23,972
-4,030
|
|