HJGA

Hardman Johnston Global Advisors Portfolio holdings

AUM $2.04B
1-Year Est. Return 24.8%
This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
-$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$15.3M
3
+$14.4M
4
HXL icon
Hexcel
HXL
+$12.8M
5
UBER icon
Uber
UBER
+$9M

Top Sells

1
+$134M
2
+$83.5M
3
+$26.7M
4
HWM icon
Howmet Aerospace
HWM
+$21.4M
5
NVDA icon
NVIDIA
NVDA
+$17.4M

Sector Composition

1 Technology 28.61%
2 Financials 24.46%
3 Healthcare 14.14%
4 Industrials 10.46%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$151M 7.19%
4,777,326
-1,212
2
$150M 7.14%
4,501,648
-802,340
3
$145M 6.92%
74,266
-42,823
4
$111M 5.29%
522,102
-6,247
5
$104M 4.99%
157,569
+60,428
6
$102M 4.86%
783,552
-165,335
7
$76.2M 3.64%
139,103
-1,939
8
$70.6M 3.37%
188,075
-3,718
9
$64.9M 3.1%
419,882
+23,850
10
$63.1M 3.02%
380,255
-1,177
11
$62.6M 2.99%
577,514
-160,915
12
$57.2M 2.73%
118,080
+3,416
13
$55.4M 2.65%
880,369
+48,840
14
$51.3M 2.45%
231,007
-2,772
15
$48.8M 2.33%
200,142
-3,590
16
$41.3M 1.97%
561,885
+38,721
17
$39.8M 1.9%
149,230
-4,685
18
$38.7M 1.85%
122,105
-2,378
19
$38.6M 1.85%
535,249
-227,077
20
$38M 1.81%
124,237
+378
21
$36.5M 1.74%
261,642
+16,780
22
$34.7M 1.66%
442,953
-7,540
23
$33.4M 1.6%
175,665
-3,840
24
$32M 1.53%
55,591
+10,916
25
$29M 1.38%
287,254
-39,650
1
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