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
$2.09B
AUM Growth
-$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$15.3M
3
+$14.4M
4
HXL icon
Hexcel
HXL
+$12.8M
5
UBER icon
Uber
UBER
+$9M

Top Sells

1
+$134M
2
+$83.5M
3
+$26.7M
4
HWM icon
Howmet Aerospace
HWM
+$21.4M
5
NVDA icon
NVIDIA
NVDA
+$17.4M

Sector Composition

1 Technology 28.61%
2 Financials 24.46%
3 Healthcare 14.14%
4 Industrials 10.46%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IQV icon
26
IQVIA
IQV
$34.8B
$25.3M 1.21%
143,258
-58,912
ADBE icon
27
Adobe
ADBE
$140B
$25M 1.2%
65,268
-11,198
UNH icon
28
UnitedHealth
UNH
$323B
$24.7M 1.18%
47,216
-24,655
PYPL icon
29
PayPal
PYPL
$64.4B
$24.6M 1.17%
376,249
-21,575
CMCSA icon
30
Comcast
CMCSA
$109B
$23.2M 1.11%
629,510
-23,740
BAC icon
31
Bank of America
BAC
$376B
$23.2M 1.11%
555,040
+367,050
EW icon
32
Edwards Lifesciences
EW
$43.8B
$21.4M 1.02%
295,771
-2,315
MRVL icon
33
Marvell Technology
MRVL
$75.8B
$21.1M 1.01%
342,060
+234,650
SN icon
34
SharkNinja
SN
$13.3B
$20.5M 0.98%
246,276
+41,241
BDX icon
35
Becton Dickinson
BDX
$54.2B
$17.9M 0.86%
78,147
-914
MDT icon
36
Medtronic
MDT
$123B
$16.8M 0.8%
186,668
-4,450
AEIS icon
37
Advanced Energy
AEIS
$7.24B
$16.4M 0.78%
172,265
+51,740
ELAN icon
38
Elanco Animal Health
ELAN
$10.6B
$16.1M 0.77%
1,536,390
-30,040
LLY icon
39
Eli Lilly
LLY
$720B
$15M 0.72%
18,135
-588
UBER icon
40
Uber
UBER
$192B
$14.4M 0.69%
198,040
+123,520
HXL icon
41
Hexcel
HXL
$4.91B
$12.8M 0.61%
+233,285
ILMN icon
42
Illumina
ILMN
$14.7B
$11.9M 0.57%
150,249
-17,710
SWK icon
43
Stanley Black & Decker
SWK
$10.5B
$10.3M 0.49%
134,233
-14,820
ALB icon
44
Albemarle
ALB
$10.9B
$8.31M 0.4%
115,414
-1,040
FMC icon
45
FMC
FMC
$3.67B
$8.12M 0.39%
192,487
-9,170
NVO icon
46
Novo Nordisk
NVO
$242B
$7.82M 0.37%
112,656
-22,304
BIL icon
47
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$7.61M 0.36%
83,000
+43,000
EPD icon
48
Enterprise Products Partners
EPD
$65.4B
$6.55M 0.31%
191,940
ABT icon
49
Abbott
ABT
$224B
$5.98M 0.29%
45,044
GOOG icon
50
Alphabet (Google) Class C
GOOG
$3.07T
$5.59M 0.27%
35,760
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