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
$3.06B
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$139M
3
+$129M
4
SE icon
Sea Limited
SE
+$49.4M
5
COTY icon
Coty
COTY
+$16M

Top Sells

1
+$99.6M
2
+$46.3M
3
+$17.2M
4
MSFT icon
Microsoft
MSFT
+$14.9M
5
FTI icon
TechnipFMC
FTI
+$10.5M

Sector Composition

1 Consumer Discretionary 25.88%
2 Technology 21.86%
3 Healthcare 19.92%
4 Financials 9.46%
5 Energy 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$243M 7.93%
17,771,946
-772,778
2
$198M 6.46%
15,534,106
-98,270
3
$170M 5.54%
6,013,421
+451,615
4
$153M 4.99%
115,752
+105,579
5
$146M 4.76%
+1,425,142
6
$141M 4.62%
1,633,338
+570,252
7
$140M 4.59%
6,508,466
-2,147,152
8
$129M 4.22%
+754,609
9
$127M 4.15%
186,693
-10,072
10
$98M 3.2%
873,145
-887,910
11
$80.6M 2.63%
2,902,320
-270,420
12
$77.8M 2.54%
1,835,738
-33,050
13
$69.5M 2.27%
191,131
-4,320
14
$66.6M 2.18%
230,862
-51,717
15
$63.6M 2.08%
319,711
-6,958
16
$59M 1.93%
187,324
-19,403
17
$58.3M 1.9%
966,407
-16,175
18
$50.5M 1.65%
542,659
-43,501
19
$47.7M 1.56%
288,995
-7,653
20
$47.5M 1.55%
684,761
-10,885
21
$45.5M 1.49%
438,477
-33,975
22
$45.4M 1.48%
96,059
-2,224
23
$44.7M 1.46%
287,927
+1,785
24
$42.3M 1.38%
253,830
-6,170
25
$42M 1.37%
2,934,855
+125,760
1
2 3 4