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
$3.72B
AUM Growth
-$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$12.8M
3
+$7.23M
4
UNH icon
UnitedHealth
UNH
+$5.72M
5
MU icon
Micron Technology
MU
+$5.36M

Top Sells

1
+$270M
2
+$265M
3
+$50.1M
4
WOLF icon
Wolfspeed
WOLF
+$18.2M
5
ALB icon
Albemarle
ALB
+$10.4M

Sector Composition

1 Technology 30.75%
2 Consumer Discretionary 24.23%
3 Healthcare 17.35%
4 Financials 15.97%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$438M 11.78%
23,219,205
+168,680
2
$420M 11.3%
2,820,253
+18,710
3
$410M 11.04%
1,048,692
-676,119
4
$218M 5.87%
21,310,139
+35,315
5
$191M 5.13%
598,015
+40,286
6
$178M 4.78%
238,734
-67,232
7
$131M 3.51%
4,232,279
+3,627,099
8
$96.9M 2.61%
4,677,270
-462,250
9
$89.5M 2.41%
317,292
-3,692
10
$85.8M 2.31%
768,840
-2,417,445
11
$84.8M 2.28%
147,353
-12,454
12
$78.4M 2.11%
327,412
-1,502
13
$78M 2.1%
689,174
-55,420
14
$71.3M 1.92%
205,047
-539
15
$70.6M 1.9%
528,500
-34,860
16
$67.6M 1.82%
1,124,890
+7,560
17
$59.9M 1.61%
2,485,565
-259,890
18
$47.8M 1.28%
122,265
+14,643
19
$47.2M 1.27%
1,079,269
+10,013
20
$46.8M 1.26%
330,779
-5,153
21
$46.6M 1.25%
272,557
+220
22
$44.9M 1.21%
296,404
-1,030
23
$42.8M 1.15%
214,293
-189
24
$37.9M 1.02%
676,794
+690
25
$37.8M 1.02%
172,584
-47,354
1
2 3 4