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
$2.27B
AUM Growth
+$551M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$90.5M
2
+$58.4M
3
+$34.6M
4
AEIS icon
Advanced Energy
AEIS
+$23.5M
5
GMAB icon
Genmab
GMAB
+$23.2M

Top Sells

1
+$23M
2
+$16.1M
3
+$15.7M
4
NVDA icon
NVIDIA
NVDA
+$15.5M
5
AZN icon
AstraZeneca
AZN
+$8.4M

Sector Composition

1 Technology 31.54%
2 Consumer Discretionary 25.54%
3 Healthcare 17.77%
4 Financials 10.76%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$332M 14.62%
1,538,490
+33,276
2
$218M 9.61%
14,055,486
+3,764,547
3
$172M 7.59%
468,046
-62,562
4
$143M 6.28%
15,341,036
+91,998
5
$90.5M 3.99%
+501,776
6
$75.6M 3.33%
371,365
+6,750
7
$74.2M 3.27%
170,391
-6,381
8
$66.3M 2.92%
6,983,320
-1,636,000
9
$57.9M 2.55%
195,843
+7,490
10
$57.8M 2.55%
199,194
-18,960
11
$50.2M 2.21%
353,631
+14,370
12
$48.1M 2.12%
910,292
-158,836
13
$46.8M 2.06%
676,654
+4,780
14
$46.6M 2.06%
688,110
+346,870
15
$39.9M 1.76%
437,940
-5,420
16
$36.4M 1.61%
514,000
-40,500
17
$35.5M 1.56%
253,280
-6,208
18
$34.6M 1.52%
+231,255
19
$34.5M 1.52%
321,151
-380
20
$33.4M 1.47%
224,332
-108,000
21
$28.2M 1.24%
723,082
-900
22
$24.9M 1.1%
271,437
-360
23
$24.4M 1.07%
198,902
+2,280
24
$24.2M 1.07%
173,774
-300
25
$24M 1.06%
102,942
-20,428
1
2 3 4