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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
+17.89%
1 Year Est. Return
+41.89%
3 Year Est. Return
+117.99%
5 Year Est. Return
+176.75%
10 Year Est. Return
+717.76%
AUM
$2.26B
AUM Growth
+$162M
Cap. Flow
-$129M
Cap. Flow %
-5.73%
Top 10 Hldgs %
52.51%
Holding
78
New
5
Increased
12
Reduced
40
Closed
5

Top Buys

Rank Stock Value
1
IBN icon
ICICI Bank
IBN
+$14.2M
2
NVDA icon
NVIDIA
NVDA
+$13.1M
3
UBER icon
Uber
UBER
+$12.8M
4
EW icon
Edwards Lifesciences
EW
+$8.64M
5
ELV icon
Elevance Health
ELV
+$7.07M

Top Sells

Rank Stock Value
1
HWM icon
Howmet Aerospace
HWM
+$32.5M
2
HDB icon
HDFC Bank
HDB
+$22.5M
3
ELAN icon
Elanco Animal Health
ELAN
+$16.1M
4
MRVL icon
Marvell Technology
MRVL
+$15.5M
5
VRT icon
Vertiv
VRT
+$12.5M

Sector Composition

Rank Sector Weight
1 Technology 30.75%
2 Financials 23.67%
3 Industrials 11.78%
4 Healthcare 11.55%
5 Consumer Discretionary 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PYPL icon
26
PayPal
PYPL
$48.7B
$28.9M 1.28%
388,499
+12,250
+3% +$839K
ADBE icon
27
Adobe
ADBE
$98.5B
$27.3M 1.21%
70,598
+5,330
+8% +$2.05M
SN icon
28
SharkNinja
SN
$23B
$26.2M 1.16%
264,316
+18,040
+7% +$1.56M
BSX icon
29
Boston Scientific
BSX
$67.6B
$25.1M 1.11%
233,504
-53,750
-19% -$5.44M
AMZN icon
30
Amazon
AMZN
$2.91T
$25.1M 1.11%
114,240
-61,425
-35% -$12.2M
BAC icon
31
Bank of America
BAC
$436B
$23.7M 1.05%
500,950
-54,090
-10% -$2.28M
AEIS icon
32
Advanced Energy
AEIS
$11.6B
$22.8M 1.01%
172,185
-80
-0% -$8.81K
IQV icon
33
IQVIA
IQV
$38.5B
$22.6M 1%
143,226
-32
-0% -$4.82K
CMCSA icon
34
Comcast
CMCSA
$85.3B
$22M 0.98%
617,580
-11,930
-2% -$413K
ILMN icon
35
Illumina
ILMN
$30.2B
$17.6M 0.78%
184,805
+34,556
+23% +$2.8M
HXL icon
36
Hexcel
HXL
$7.77B
$17M 0.76%
301,645
+68,360
+29% +$3.61M
MDT icon
37
Medtronic
MDT
$109B
$16.3M 0.72%
186,543
-125
-0.1% -$10.6K
LLY icon
38
Eli Lilly
LLY
$1.02T
$13.8M 0.61%
17,749
-386
-2% -$300K
BDX icon
39
Becton Dickinson
BDX
$45.4B
$13.5M 0.6%
78,117
-30
-0% -$5.5K
NVO
40
Novo Nordisk
NVO
$208B
$10.3M 0.46%
149,855
+37,199
+33% +$2.53M
SWK icon
41
Stanley Black & Decker
SWK
$14.4B
$9.05M 0.4%
133,533
-700
-0.5% -$45.2K
UNH icon
42
UnitedHealth
UNH
$382B
$8.36M 0.37%
26,790
-20,426
-43% -$7.81M
FMC icon
43
FMC
FMC
$1.37B
$8.02M 0.36%
192,077
-410
-0.2% -$16.3K
MRVL icon
44
Marvell Technology
MRVL
$171B
$7.26M 0.32%
93,760
-248,300
-73% -$15.5M
ALB icon
45
Albemarle
ALB
$13.8B
$7.18M 0.32%
114,554
-860
-0.7% -$50.9K
ELV icon
46
Elevance Health
ELV
$82.2B
$6.84M 0.3%
+17,588
New +$7.07M
GOOG icon
47
Alphabet (Google) Class C
GOOG
$4.31T
$6.34M 0.28%
35,760
– –
ABT icon
48
Abbott
ABT
$182B
$6.13M 0.27%
45,044
– –
EPD icon
49
Enterprise Products Partners
EPD
$82.1B
$5.95M 0.26%
191,840
-100
-0.1% -$3.12K
BIL icon
50
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$3.21M 0.14%
35,000
-48,000
-58% -$4.4M
1
2
3 4

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Hardman Johnston Global Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Hardman Johnston Global Advisors held 78 positions worth $2.26B, up 7.7% from $2.09B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Hardman Johnston Global Advisors withdrew a net $129M in Q2 2025, closing 5 positions and reducing 40 holdings. Its most notable exit was Elanco Animal Health, an estimated $16.1M position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 29% a quarter earlier, followed by Financials and Industrials.

Against the trend, Hardman Johnston Global Advisors opened a new position in Elevance Health worth $6.84M.

  • Hardman Johnston Global Advisors's largest Q2 2025 buy was Elevance Health: 17,588 shares worth $6.84M.
  • Hardman Johnston Global Advisors added most to ICICI Bank in Q2 2025, an estimated $14.2M increase.
  • Hardman Johnston Global Advisors's biggest Q2 2025 reduction was Howmet Aerospace, cutting an estimated $32.5M.
  • Hardman Johnston Global Advisors fully exited Elanco Animal Health in Q2 2025, selling an estimated $16.1M.
  • Hardman Johnston Global Advisors's ten largest holdings make up 53% of its $2.26B portfolio in Q2 2025.
  • Hardman Johnston Global Advisors opened 5 new positions and closed 5 in Q2 2025.
  • Hardman Johnston Global Advisors's portfolio value rose 7.7% quarter-over-quarter to $2.26B.

Based on Hardman Johnston Global Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.