HJGA

Hardman Johnston Global Advisors Portfolio holdings

AUM $2.1B
1-Year Est. Return 41.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
+$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$380M
2
+$106M
3
+$15.4M
4
SLB icon
SLB Ltd
SLB
+$9.94M
5
SWK icon
Stanley Black & Decker
SWK
+$9.23M

Top Sells

1
+$162M
2
+$74.5M
3
+$51.4M
4
AZN icon
AstraZeneca
AZN
+$50.3M
5
BAC icon
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
SN icon
26
SharkNinja
SN
$17.3B
$20.4M 0.97%
192,519
-14,243
AMZN icon
27
Amazon
AMZN
$2.76T
$19.5M 0.93%
93,833
-48,325
STM icon
28
STMicroelectronics
STM
$70.7B
$18.7M 0.89%
542,045
+169,614
HXL icon
29
Hexcel
HXL
$6.64B
$17.7M 0.84%
218,982
-20,565
IQV icon
30
IQVIA
IQV
$30.1B
$17.4M 0.83%
101,825
-8,082
ILMN icon
31
Illumina
ILMN
$24.6B
$17M 0.81%
137,781
+10,545
MDT icon
32
Medtronic
MDT
$94.7B
$16.6M 0.79%
191,504
-7,360
ADP icon
33
Automatic Data Processing
ADP
$92.4B
$16.6M 0.79%
81,484
-10,323
SWK icon
34
Stanley Black & Decker
SWK
$12.3B
$15.9M 0.75%
223,484
+114,916
BIL icon
35
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$45.9B
$15.4M 0.73%
+168,020
ELAN icon
36
Elanco Animal Health
ELAN
$11.8B
$14.9M 0.71%
622,670
-8,170
OLED icon
37
Universal Display
OLED
$4.38B
$14.8M 0.7%
161,715
-1,571
SLB icon
38
SLB Ltd
SLB
$84.6B
$13.9M 0.66%
270,913
+204,770
ADBE icon
39
Adobe
ADBE
$106B
$12.2M 0.58%
50,121
-6,058
META icon
40
Meta Platforms (Facebook)
META
$1.52T
$12M 0.57%
20,945
-660
BSX icon
41
Boston Scientific
BSX
$70.9B
$10.4M 0.49%
166,024
-62,240
CMCSA icon
42
Comcast
CMCSA
$88.8B
$10.4M 0.49%
361,655
-39,706
BDX icon
43
Becton Dickinson
BDX
$39.8B
$8.4M 0.4%
53,450
-3,247
AVGO icon
44
Broadcom
AVGO
$2.28T
$8M 0.38%
25,858
+15,030
GOOG icon
45
Alphabet (Google) Class C
GOOG
$4.34T
$6.91M 0.33%
24,082
-7,948
UNH icon
46
UnitedHealth
UNH
$343B
$6.58M 0.31%
24,308
-803
EPD icon
47
Enterprise Products Partners
EPD
$81.6B
$5.47M 0.26%
144,671
-34,214
ABT icon
48
Abbott
ABT
$151B
$3.75M 0.18%
36,548
-7,163
PLD icon
49
Prologis
PLD
$131B
$3.02M 0.14%
22,871
-3,436
PG icon
50
Procter & Gamble
PG
$328B
$2.41M 0.11%
16,700
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