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
$2.9B
AUM Growth
-$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$28.2M
2 +$21.7M
3 +$14M
4
NVO icon
Novo Nordisk
NVO
+$7.91M
5
ASML icon
ASML
ASML
+$6.15M

Top Sells

1 +$155M
2 +$113M
3 +$75.8M
4
NVDA icon
NVIDIA
NVDA
+$69M
5
VRT icon
Vertiv
VRT
+$33.6M

Sector Composition

1 Technology 26.08%
2 Healthcare 18.83%
3 Financials 14.86%
4 Consumer Discretionary 13.74%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$287M 9.88%
189,500
-5,314
2
$175M 6.05%
6,981,246
-4,488,060
3
$136M 4.7%
5,158,526
-176,242
4
$127M 4.37%
648,918
+24,466
5
$126M 4.36%
130,128
+6,338
6
$117M 4.04%
2,092,382
+60,212
7
$115M 3.97%
1,409,066
-411,519
8
$110M 3.81%
1,222,920
-763,740
9
$102M 3.51%
1,488,812
-100,653
10
$99.9M 3.45%
237,392
-11,802
11
$88.3M 3.05%
183,388
-3,731
12
$77.3M 2.67%
305,820
-6,535
13
$76.4M 2.64%
561,780
+103,125
14
$72.4M 2.5%
2,674,735
-2,801,520
15
$72.2M 2.49%
478,556
-2,661
16
$66.4M 2.29%
158,781
-14,180
17
$63.5M 2.19%
377,142
-5,835
18
$60.7M 2.09%
1,052,226
+376,605
19
$58M 2%
8,047,570
-3,881,493
20
$53.1M 1.83%
294,370
+18,005
21
$50.8M 1.75%
102,634
+3,085
22
$48.8M 1.68%
236,722
-2,093
23
$45.4M 1.57%
264,996
+241
24
$44.7M 1.54%
652,614
-22,326
25
$42.6M 1.47%
84,419
-1,012