HJGA

Hardman Johnston Global Advisors Portfolio holdings

AUM $2.26B
1-Year Est. Return 27.03%
This Quarter Est. Return
1 Year Est. Return
+27.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.72B
AUM Growth
-$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$12.8M
3
+$7.23M
4
UNH icon
UnitedHealth
UNH
+$5.72M
5
MU icon
Micron Technology
MU
+$5.36M

Top Sells

1
+$270M
2
+$265M
3
+$50.1M
4
WOLF icon
Wolfspeed
WOLF
+$18.2M
5
ALB icon
Albemarle
ALB
+$10.4M

Sector Composition

1 Technology 30.75%
2 Consumer Discretionary 24.23%
3 Healthcare 17.35%
4 Financials 15.97%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34.6M 0.93%
797,770
-4,750
27
$34.2M 0.92%
188,674
-3,505
28
$32.3M 0.87%
257,485
-297
29
$31.8M 0.86%
1,020,735
+231,607
30
$30.7M 0.83%
240,490
-990
31
$30M 0.81%
342,198
-2,680
32
$29.7M 0.8%
450,170
-1,990
33
$29M 0.78%
165,436
-382
34
$29M 0.78%
498,731
-864
35
$28.2M 0.76%
397,270
+75,580
36
$26.9M 0.72%
112,113
-236
37
$26.5M 0.71%
161,340
-80
38
$26.1M 0.7%
161,330
-526
39
$21.7M 0.58%
307,026
-320
40
$21.5M 0.58%
161,200
-13,720
41
$21.3M 0.57%
81,695
-230
42
$21.3M 0.57%
232,095
-607
43
$18.5M 0.5%
239,570
-770
44
$16.6M 0.45%
226,886
+59,290
45
$15.8M 0.42%
309,270
-1,050
46
$14.7M 0.4%
165,610
+2,340
47
$13.4M 0.36%
139,120
+2,886
48
$9.96M 0.27%
446,421
-4,030
49
$5.64M 0.15%
47,739
-30
50
$4.73M 0.13%
218,512
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