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
$3.51B
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$260M
2
+$49.7M
3
+$45M
4
APTV icon
Aptiv
APTV
+$38.5M
5
VRT icon
Vertiv
VRT
+$22.4M

Top Sells

1
+$339M
2
+$50.2M
3
+$33.1M
4
AEIS icon
Advanced Energy
AEIS
+$25.6M
5
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$21M

Sector Composition

1 Technology 36.72%
2 Consumer Discretionary 24.36%
3 Financials 13.82%
4 Healthcare 12.68%
5 Communication Services 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$410M 11.67%
20,585,674
+2,258,626
2
$374M 10.65%
2,713,693
+279,228
3
$358M 10.19%
22,332,595
+3,101,934
4
$352M 10.02%
1,670,731
-156,956
5
$261M 7.43%
2,207,000
+2,201,615
6
$220M 6.26%
356,268
-81,345
7
$77M 2.19%
326,518
+10,970
8
$74.5M 2.12%
209,223
+16,032
9
$71.7M 2.04%
5,368,280
-12,840
10
$69.8M 1.99%
361,628
+12,270
11
$65.4M 1.86%
137,514
-16,339
12
$64.9M 1.85%
274,307
-2,405
13
$59.9M 1.7%
580,600
+74,080
14
$59.3M 1.69%
709,269
-2,360
15
$46.3M 1.32%
2,312,921
+1,120,660
16
$44.6M 1.27%
408,640
-234,470
17
$42.6M 1.21%
348,928
-3,884
18
$42.2M 1.2%
196,194
+500
19
$41.5M 1.18%
220,167
-1,220
20
$39M 1.11%
104,813
+39,303
21
$38.7M 1.1%
777,667
-166,210
22
$38.5M 1.1%
711,362
-2,560
23
$38.1M 1.08%
312,771
-1,570
24
$36.8M 1.05%
417,280
-20,910
25
$34.4M 0.98%
172,259
-1,325
1
2 3 4