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
$3.71B
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$30.4M
3
+$9.31M
4
MLCO icon
Melco Resorts & Entertainment
MLCO
+$8.97M
5
OLED icon
Universal Display
OLED
+$6.08M

Top Sells

1
+$86.8M
2
+$74.5M
3
+$30.1M
4
MSFT icon
Microsoft
MSFT
+$14.4M
5
TEAM icon
Atlassian
TEAM
+$11.5M

Sector Composition

1 Technology 31.51%
2 Consumer Discretionary 24.01%
3 Healthcare 18.1%
4 Financials 14.21%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$391M 10.54%
2,368,455
-451,798
2
$388M 10.47%
1,018,593
-30,099
3
$373M 10.05%
18,832,988
-4,386,217
4
$226M 6.09%
22,191,425
+881,286
5
$196M 5.3%
878,259
+280,244
6
$183M 4.93%
229,415
-9,319
7
$129M 3.47%
5,538,740
+1,306,461
8
$107M 2.9%
3,653,120
-1,024,150
9
$92.3M 2.49%
274,437
-42,855
10
$89.8M 2.42%
318,389
-9,023
11
$89M 2.4%
739,867
-28,973
12
$86.9M 2.34%
670,654
-18,520
13
$81.2M 2.19%
143,276
-4,077
14
$71.8M 1.94%
199,755
-5,292
15
$71.1M 1.92%
490,520
-37,980
16
$63.8M 1.72%
2,553,345
+67,780
17
$63.6M 1.72%
126,658
+4,393
18
$61.8M 1.67%
1,061,109
-63,781
19
$55.5M 1.5%
312,797
-17,982
20
$51.1M 1.38%
309,377
+36,820
21
$50.8M 1.37%
205,923
-8,370
22
$47.7M 1.29%
274,704
-21,700
23
$45.8M 1.24%
208,624
+19,950
24
$41.8M 1.13%
1,313,308
+292,573
25
$39.9M 1.08%
1,007,844
-71,425
1
2 3 4