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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
+4.36%
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
$2.04B
AUM Growth
-$220M
Cap. Flow
-$268M
Cap. Flow %
-13.16%
Top 10 Hldgs %
55.76%
Holding
76
New
3
Increased
7
Reduced
50
Closed
4

Top Buys

Rank Stock Value
1
EL icon
Estee Lauder
EL
+$22.5M
2
MELI icon
Mercado Libre
MELI
+$17.6M
3
IBN icon
ICICI Bank
IBN
+$17.3M
4
HDB icon
HDFC Bank
HDB
+$14.3M
5
STM icon
STMicroelectronics
STM
+$10.8M

Top Sells

Rank Stock Value
1
TEAM icon
Atlassian
TEAM
+$79M
2
ASML icon
ASML
ASML
+$19.1M
3
NVDA icon
NVIDIA
NVDA
+$18.1M
4
CTVA icon
Corteva
CTVA
+$16.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.6M

Sector Composition

Rank Sector Weight
1 Technology 28.82%
2 Financials 24.45%
3 Industrials 12.61%
4 Consumer Discretionary 11.06%
5 Healthcare 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMUS icon
26
T-Mobile US
TMUS
$189B
$23.5M 1.15%
98,043
-36,177
-27% -$8.76M
SN icon
27
SharkNinja
SN
$22.5B
$23.2M 1.14%
225,339
-38,977
-15% -$4.45M
BSX icon
28
Boston Scientific
BSX
$72B
$23.2M 1.14%
237,353
+3,849
+2% +$399K
IQV icon
29
IQVIA
IQV
$38.3B
$22.8M 1.12%
119,776
-23,450
-16% -$4.26M
MDT icon
30
Medtronic
MDT
$110B
$22.4M 1.1%
235,159
+48,616
+26% +$4.47M
EL icon
31
Estee Lauder
EL
$30.4B
$22.2M 1.09%
+252,148
New +$22.5M
PYPL icon
32
PayPal
PYPL
$49.3B
$21.6M 1.06%
321,996
-66,503
-17% -$4.69M
ADBE icon
33
Adobe
ADBE
$101B
$20.8M 1.02%
58,981
-11,617
-16% -$4.17M
AMZN icon
34
Amazon
AMZN
$3.05T
$20.1M 0.99%
91,355
-22,885
-20% -$5.18M
HXL icon
35
Hexcel
HXL
$7.76B
$17.3M 0.85%
275,897
-25,748
-9% -$1.58M
CMCSA icon
36
Comcast
CMCSA
$87.2B
$15.7M 0.77%
498,173
-119,407
-19% -$4M
ILMN icon
37
Illumina
ILMN
$30.2B
$14.9M 0.73%
157,384
-27,421
-15% -$2.72M
BDX icon
38
Becton Dickinson
BDX
$46.5B
$12.4M 0.61%
66,072
-12,045
-15% -$2.24M
STM icon
39
STMicroelectronics
STM
$46.3B
$10.9M 0.54%
+386,540
New +$10.8M
SWK icon
40
Stanley Black & Decker
SWK
$14.6B
$9.91M 0.49%
133,348
-185
-0.1% -$13.6K
LLY icon
41
Eli Lilly
LLY
$996B
$8.73M 0.43%
11,447
-6,302
-36% -$4.69M
UNH icon
42
UnitedHealth
UNH
$377B
$8.66M 0.43%
25,082
-1,708
-6% -$517K
ALB icon
43
Albemarle
ALB
$14B
$8.54M 0.42%
105,332
-9,222
-8% -$711K
TEAM icon
44
Atlassian
TEAM
$26.5B
$8.36M 0.41%
52,355
-436,735
-89% -$79M
GOOG icon
45
Alphabet (Google) Class C
GOOG
$4.58T
$6.09M 0.3%
25,000
-10,760
-30% -$2.26M
MRVL icon
46
Marvell Technology
MRVL
$171B
$5.2M 0.26%
61,860
-31,900
-34% -$2.35M
ABT icon
47
Abbott
ABT
$185B
$5.03M 0.25%
37,584
-7,460
-17% -$979K
FMC icon
48
FMC
FMC
$1.3B
$4.96M 0.24%
147,575
-44,502
-23% -$1.74M
EPD icon
49
Enterprise Products Partners
EPD
$81.5B
$4.91M 0.24%
157,148
-34,692
-18% -$1.09M
PLD icon
50
Prologis
PLD
$134B
$2.75M 0.13%
23,972
-4,030
-14% -$443K
1
2
3 4

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Hardman Johnston Global Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Hardman Johnston Global Advisors held 76 positions worth $2.04B, down 9.8% from $2.26B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Hardman Johnston Global Advisors withdrew a net $268M in Q3 2025, closing 4 positions and reducing 50 holdings. Its most notable exit was Novo Nordisk, an estimated $10.3M position sold in full.

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

Against the trend, Hardman Johnston Global Advisors opened a new position in Estee Lauder worth $22.2M.

  • Hardman Johnston Global Advisors's largest Q3 2025 buy was Estee Lauder: 252,148 shares worth $22.2M.
  • Hardman Johnston Global Advisors added most to Mercado Libre in Q3 2025, an estimated $17.6M increase.
  • Hardman Johnston Global Advisors's biggest Q3 2025 reduction was Atlassian, cutting an estimated $79M.
  • Hardman Johnston Global Advisors fully exited Novo Nordisk in Q3 2025, selling an estimated $10.3M.
  • Hardman Johnston Global Advisors's ten largest holdings make up 56% of its $2.04B portfolio in Q3 2025.
  • Hardman Johnston Global Advisors opened 3 new positions and closed 4 in Q3 2025.
  • Hardman Johnston Global Advisors's portfolio value fell 9.8% quarter-over-quarter to $2.04B.

Based on Hardman Johnston Global Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.