HJGA
Hardman Johnston Global Advisors Portfolio holdings
AUM
$2.1B
1-Year Est. Return
28.61%
This Fund
S&P 500
1 Year Est. Return
+28.61%
AUM
$2.1B
AUM Growth
+$63.6M
(+3.1%)
Holding
75
Top Buys
| 1 | +$28.3M | |
| 2 | +$20.7M | |
| 3 | +$19.8M | |
| 4 |
Estee Lauder
EL
|
+$15.4M |
| 5 |
Elanco Animal Health
ELAN
|
+$13.7M |
Top Sells
| 1 | +$18.4M | |
| 2 | +$18.4M | |
| 3 | +$15.4M | |
| 4 |
NVIDIA
NVDA
|
+$10.3M |
| 5 |
Mastercard
MA
|
+$6.82M |
Sector Composition
| 1 | Technology | 28.27% |
| 2 | Financials | 24.56% |
| 3 | Industrials | 12.88% |
| 4 | Healthcare | 12.56% |
| 5 | Consumer Discretionary | 10.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Automatic Data Processing
ADP
$80.7B
| $23.6M | 1.13% |
91,807
-5,404
|
|
||
27
Citigroup
C
$225B
| $23.3M | 1.11% |
+199,450
|
|
||
28
SharkNinja
SN
$16.9B
| $23.1M | 1.1% |
206,762
-18,577
|
|
||
29
Corteva
CTVA
$53.9B
| $22.3M | 1.06% |
332,858
-284,649
|
|
||
30
Boston Scientific
BSX
$95.5B
| $21.8M | 1.04% |
228,264
-9,089
|
|
||
31
Adobe
ADBE
$98.8B
| $19.7M | 0.94% |
56,179
-2,802
|
|
||
32
Medtronic
MDT
$111B
| $19.1M | 0.91% |
198,864
-36,295
|
|
||
33
Universal Display
OLED
$4.69B
| $19.1M | 0.91% |
163,286
-48,817
|
|
||
34
Hexcel
HXL
$6.69B
| $17.7M | 0.84% |
239,547
-36,350
|
|
||
35
PayPal
PYPL
$45.7B
| $16.8M | 0.8% |
286,915
-35,081
|
|
||
36
Illumina
ILMN
$20.4B
| $16.7M | 0.8% |
127,236
-30,148
|
|
||
37
Albemarle
ALB
$23.3B
| $14.9M | 0.71% |
105,498
+166
|
|
||
|
38
Elanco Animal Health
ELAN
$11.8B
| $14.3M | 0.68% |
+630,840
|
|
||
39
Meta Platforms (Facebook)
META
$1.74T
| $14.3M | 0.68% |
21,605
-23,117
|
|
||
40
Comcast
CMCSA
$107B
| $12M | 0.57% |
401,361
-96,812
|
|
||
41
Becton Dickinson
BDX
$45.1B
| $11M | 0.52% |
56,697
-9,375
|
|
||
42
Alphabet (Google) Class C
GOOG
$4.11T
| $10.1M | 0.48% |
32,030
+7,030
|
|
||
43
STMicroelectronics
STM
$39.3B
| $9.66M | 0.46% |
372,431
-14,109
|
|
||
44
UnitedHealth
UNH
$295B
| $8.29M | 0.4% |
25,111
+29
|
|
||
45
Stanley Black & Decker
SWK
$11.1B
| $8.06M | 0.38% |
108,568
-24,780
|
|
||
46
Cameco
CCJ
$52.6B
| $7.76M | 0.37% |
84,790
+64,920
|
|
||
47
Atlassian
TEAM
$17.7B
| $5.75M | 0.27% |
35,447
-16,908
|
|
||
48
Enterprise Products Partners
EPD
$79.3B
| $5.74M | 0.27% |
178,885
+21,737
|
|
||
49
Abbott
ABT
$168B
| $5.48M | 0.26% |
43,711
+6,127
|
|
||
50
Broadcom
AVGO
$1.92T
| $3.75M | 0.18% |
10,828
+9,828
|
|