JHP

James Hambro & Partners Portfolio holdings

AUM $2.81B
1-Year Est. Return 18.78%
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$6.59M
3
+$3.82M
4
IRM icon
Iron Mountain
IRM
+$3.48M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.49M

Top Sells

1
+$5.89M
2
+$3.87M
3
+$2.01M
4
JPM icon
JPMorgan Chase
JPM
+$1.62M
5
LIN icon
Linde
LIN
+$1.55M

Sector Composition

1 Financials 27.12%
2 Technology 23.64%
3 Healthcare 15.61%
4 Industrials 8.98%
5 Materials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.84M 0.29%
43,510
+506
27
$2.43M 0.19%
7,864
+504
28
$1.96M 0.15%
5,630
29
$1.47M 0.11%
28,700
30
$1.12M 0.09%
8,634
-4,108
31
$913K 0.07%
8,673
-10,772
32
$896K 0.07%
3,611
-80
33
$894K 0.07%
5,399
+1,909
34
$862K 0.07%
4,800
35
$841K 0.06%
3,150
+30
36
$804K 0.06%
9,617
-3
37
$793K 0.06%
10,650
+450
38
$723K 0.06%
2,915
-850
39
$612K 0.05%
13,650
40
$600K 0.05%
3,396
41
$558K 0.04%
1,146
-722
42
$542K 0.04%
+16,363
43
$535K 0.04%
7,000
44
$502K 0.04%
12,880
45
$470K 0.04%
1,920
46
$452K 0.03%
2,133
-300
47
$443K 0.03%
9,372
48
$440K 0.03%
9,700
-1,088
49
$420K 0.03%
5,073
-11,635
50
$394K 0.03%
602
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