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HJGA

Hardman Johnston Global Advisors Portfolio holdings

AUM $2.1B
1-Year Est. Return 41.89%
This Fund
S&P 500
This Quarter Est. Return
+17.89%
1 Year Est. Return
+41.89%
3 Year Est. Return
+117.99%
5 Year Est. Return
+176.75%
10 Year Est. Return
+717.76%
AUM
$2.26B
AUM Growth
+$162M
Cap. Flow
-$129M
Cap. Flow %
-5.73%
Top 10 Hldgs %
52.51%
Holding
78
New
5
Increased
12
Reduced
40
Closed
5

Top Buys

Rank Stock Value
1
IBN icon
ICICI Bank
IBN
+$14.2M
2
NVDA icon
NVIDIA
NVDA
+$13.1M
3
UBER icon
Uber
UBER
+$12.8M
4
EW icon
Edwards Lifesciences
EW
+$8.64M
5
ELV icon
Elevance Health
ELV
+$7.07M

Top Sells

Rank Stock Value
1
HWM icon
Howmet Aerospace
HWM
+$32.5M
2
HDB icon
HDFC Bank
HDB
+$22.5M
3
ELAN icon
Elanco Animal Health
ELAN
+$16.1M
4
MRVL icon
Marvell Technology
MRVL
+$15.5M
5
VRT icon
Vertiv
VRT
+$12.5M

Sector Composition

Rank Sector Weight
1 Technology 30.75%
2 Financials 23.67%
3 Industrials 11.78%
4 Healthcare 11.55%
5 Consumer Discretionary 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MELI icon
1
Mercado Libre
MELI
$94.5B
$184M 8.14%
70,257
-4,009
-5% -$9.36M
IBN icon
2
ICICI Bank
IBN
$107B
$175M 7.76%
5,205,976
+428,650
+9% +$14.2M
HDB icon
3
HDFC Bank
HDB
$123B
$149M 6.6%
3,881,248
-620,400
-14% -$22.5M
ASML icon
4
ASML
ASML
$596B
$123M 5.44%
153,126
-4,443
-3% -$3.19M
NVDA icon
5
NVIDIA
NVDA
$4.6T
$108M 4.78%
681,931
+104,417
+18% +$13.1M
HWM icon
6
Howmet Aerospace
HWM
$109B
$107M 4.72%
572,514
-211,038
-27% -$32.5M
TEAM icon
7
Atlassian
TEAM
$26.5B
$99.3M 4.4%
489,090
-33,012
-6% -$6.87M
MSFT icon
8
Microsoft
MSFT
$2.9T
$90.1M 4%
181,194
-6,881
-4% -$2.99M
TSM icon
9
TSMC
TSM
$1.94T
$79.2M 3.51%
349,781
-30,474
-8% -$5.65M
MA icon
10
Mastercard
MA
$498B
$71M 3.15%
126,418
-12,685
-9% -$7.02M
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.12T
$64.3M 2.85%
364,587
-55,295
-13% -$9.05M
CTVA icon
12
Corteva
CTVA
$60.5B
$62.9M 2.79%
844,488
-35,881
-4% -$2.39M
CW icon
13
Curtiss-Wright
CW
$25.1B
$56.7M 2.52%
116,111
-5,994
-5% -$2.37M
VRT icon
14
Vertiv
VRT
$85.7B
$52.2M 2.32%
406,733
-128,516
-24% -$12.5M
VRTX icon
15
Vertex Pharmaceuticals
VRTX
$123B
$48.2M 2.14%
108,225
-9,855
-8% -$4.54M
AAPL icon
16
Apple
AAPL
$4.97T
$47.3M 2.1%
230,510
-497
-0.2% -$100K
MRSH
17
Marsh
MRSH
$94.3B
$43.7M 1.94%
199,827
-315
-0.2% -$71.1K
SCHW
18
Charles Schwab
SCHW
$182B
$40.5M 1.8%
444,258
+1,305
+0.3% +$109K
OLED icon
19
Universal Display
OLED
$3.75B
$40.5M 1.8%
262,157
+515
+0.2% +$72.1K
META icon
20
Meta Platforms (Facebook)
META
$1.49T
$39.4M 1.75%
53,423
-2,168
-4% -$1.34M
AZN icon
21
AstraZeneca
AZN
$269B
$38.6M 1.71%
276,329
-4,614
-2% -$647K
ADP icon
22
Automatic Data Processing
ADP
$109B
$38.1M 1.69%
123,462
-775
-0.6% -$238K
UBER icon
23
Uber
UBER
$145B
$33M 1.46%
353,950
+155,910
+79% +$12.8M
EW icon
24
Edwards Lifesciences
EW
$49.4B
$32.2M 1.43%
411,593
+115,822
+39% +$8.64M
TMUS icon
25
T-Mobile US
TMUS
$195B
$32M 1.42%
134,220
-15,010
-10% -$3.66M
1
2 3 4

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IHAM
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Hardman Johnston Global Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Hardman Johnston Global Advisors held 78 positions worth $2.26B, up 7.7% from $2.09B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Hardman Johnston Global Advisors withdrew a net $129M in Q2 2025, closing 5 positions and reducing 40 holdings. Its most notable exit was Elanco Animal Health, an estimated $16.1M position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 29% a quarter earlier, followed by Financials and Industrials.

Against the trend, Hardman Johnston Global Advisors opened a new position in Elevance Health worth $6.84M.

  • Hardman Johnston Global Advisors's largest Q2 2025 buy was Elevance Health: 17,588 shares worth $6.84M.
  • Hardman Johnston Global Advisors added most to ICICI Bank in Q2 2025, an estimated $14.2M increase.
  • Hardman Johnston Global Advisors's biggest Q2 2025 reduction was Howmet Aerospace, cutting an estimated $32.5M.
  • Hardman Johnston Global Advisors fully exited Elanco Animal Health in Q2 2025, selling an estimated $16.1M.
  • Hardman Johnston Global Advisors's ten largest holdings make up 53% of its $2.26B portfolio in Q2 2025.
  • Hardman Johnston Global Advisors opened 5 new positions and closed 5 in Q2 2025.
  • Hardman Johnston Global Advisors's portfolio value rose 7.7% quarter-over-quarter to $2.26B.

Based on Hardman Johnston Global Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.