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
$3.45B
AUM Growth
+$775M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$317M
2
+$79.4M
3
+$52.9M
4
TEAM icon
Atlassian
TEAM
+$30.8M
5
VRT icon
Vertiv
VRT
+$22.3M

Top Sells

1
+$42M
2
+$20.1M
3
+$18.6M
4
LMT icon
Lockheed Martin
LMT
+$11.4M
5
ALB icon
Albemarle
ALB
+$11.1M

Sector Composition

1 Technology 31.99%
2 Consumer Discretionary 30.71%
3 Healthcare 13.01%
4 Financials 11.76%
5 Communication Services 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$427M 12.4%
1,827,687
+131,630
2
$340M 9.86%
18,327,048
+4,278,219
3
$339M 9.83%
1,455,990
+62,894
4
$317M 9.2%
+2,434,465
5
$286M 8.29%
19,230,661
+3,560,235
6
$213M 6.19%
437,613
+5,736
7
$76.9M 2.23%
153,853
-1,864
8
$70.3M 2.04%
5,381,120
-86,400
9
$70.2M 2.04%
315,548
-3,410
10
$69M 2%
193,191
-2,570
11
$64.9M 1.88%
711,629
-6,160
12
$63.6M 1.84%
276,712
-1,875
13
$62.6M 1.82%
349,358
-2,365
14
$62.4M 1.81%
643,110
-52,530
15
$47.2M 1.37%
943,877
-50
16
$46.8M 1.36%
352,812
-8,700
17
$46.3M 1.34%
195,694
-985
18
$44.4M 1.29%
506,520
-10,680
19
$43.1M 1.25%
1,059,976
+7,380
20
$39M 1.13%
221,387
-2,885
21
$37.4M 1.09%
713,922
-5,700
22
$36.8M 1.07%
314,341
-4,220
23
$34.8M 1.01%
236,087
-75,255
24
$33.4M 0.97%
190,837
-2,175
25
$32.9M 0.96%
438,190
-160
1
2 3 4