HJGA
Hardman Johnston Global Advisors Portfolio holdings
AUM
$2.04B
1-Year Est. Return
24.8%
1 Year Est. Return
+24.8%
AUM
$2.26B
AUM Growth
+$162M
(+7.7%)
Holding
78
Top Buys
| 1 | +$16.5M | |
| 2 | +$14.5M | |
| 3 | +$14.4M | |
| 4 |
Edwards Lifesciences
EW
|
+$9.06M |
| 5 |
Elevance Health
ELV
|
+$6.84M |
Top Sells
| 1 | +$39.3M | |
| 2 | +$23.8M | |
| 3 | +$19.2M | |
| 4 |
Vertiv
VRT
|
+$16.5M |
| 5 |
Elanco Animal Health
ELAN
|
+$16.1M |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
26
PayPal
PYPL
$61.2B
| $28.9M | 1.28% |
388,499
+12,250
|
|
||
27
Adobe
ADBE
$140B
| $27.3M | 1.21% |
70,598
+5,330
|
|
||
28
SharkNinja
SN
$13B
| $26.2M | 1.16% |
264,316
+18,040
|
|
||
29
Boston Scientific
BSX
$156B
| $25.1M | 1.11% |
233,504
-53,750
|
|
||
30
Amazon
AMZN
$2.55T
| $25.1M | 1.11% |
114,240
-61,425
|
|
||
31
Bank of America
BAC
$386B
| $23.7M | 1.05% |
500,950
-54,090
|
|
||
32
Advanced Energy
AEIS
$7.65B
| $22.8M | 1.01% |
172,185
-80
|
|
||
33
IQVIA
IQV
$38.1B
| $22.6M | 1% |
143,226
-32
|
|
||
34
Comcast
CMCSA
$102B
| $22M | 0.98% |
617,580
-11,930
|
|
||
35
Illumina
ILMN
$18.3B
| $17.6M | 0.78% |
184,805
+34,556
|
|
||
36
Hexcel
HXL
$5.47B
| $17M | 0.76% |
301,645
+68,360
|
|
||
37
Medtronic
MDT
$123B
| $16.3M | 0.72% |
186,543
-125
|
|
||
38
Eli Lilly
LLY
$913B
| $13.8M | 0.61% |
17,749
-386
|
|
||
39
Becton Dickinson
BDX
$55.2B
| $13.5M | 0.6% |
78,117
-30
|
|
||
40
Novo Nordisk
NVO
$218B
| $10.3M | 0.46% |
149,855
+37,199
|
|
||
41
Stanley Black & Decker
SWK
$10.4B
| $9.05M | 0.4% |
133,533
-700
|
|
||
42
UnitedHealth
UNH
$302B
| $8.36M | 0.37% |
26,790
-20,426
|
|
||
43
FMC
FMC
$1.71B
| $8.02M | 0.36% |
192,077
-410
|
|
||
44
Marvell Technology
MRVL
$75.1B
| $7.26M | 0.32% |
93,760
-248,300
|
|
||
45
Albemarle
ALB
$13.5B
| $7.18M | 0.32% |
114,554
-860
|
|
||
|
46
Elevance Health
ELV
$72.9B
| $6.84M | 0.3% |
+17,588
|
|
||
47
Alphabet (Google) Class C
GOOG
$3.38T
| $6.34M | 0.28% |
35,760
|
|
||
48
Abbott
ABT
$224B
| $6.13M | 0.27% |
45,044
|
|
||
49
Enterprise Products Partners
EPD
$68.7B
| $5.95M | 0.26% |
191,840
-100
|
|
||
50
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
| $3.21M | 0.14% |
35,000
-48,000
|
|