JHP
James Hambro & Partners Portfolio holdings
AUM
$2.81B
1-Year Est. Return
18.78%
1 Year Est. Return
+18.78%
AUM
$2.81B
AUM Growth
+$286M
(+11%)
Holding
55
Top Buys
| 1 | +$129M | |
| 2 | +$108M | |
| 3 | +$98.2M | |
| 4 |
Emerson Electric
EMR
|
+$23.8M |
| 5 |
Microsoft
MSFT
|
+$10.4M |
Top Sells
| 1 | +$91.7M | |
| 2 | +$28.1M | |
| 3 | +$22.8M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$12.7M |
| 5 |
JPMorgan Chase
JPM
|
+$12.5M |
Sector Composition
| 1 | Technology | 34.37% |
| 2 | Financials | 26.66% |
| 3 | Consumer Discretionary | 12.72% |
| 4 | Healthcare | 9.18% |
| 5 | Communication Services | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Insulet
PODD
$20.4B
| $282K | 0.01% |
915
|
|
||
52
Bank of America
BAC
$398B
| $276K | 0.01% |
5,357
|
|
||
53
Abbott
ABT
$220B
| $275K | 0.01% |
2,050
|
|
||
54
Eli Lilly
LLY
$932B
| $262K | 0.01% |
343
+15
|
|
||
55
Union Pacific
UNP
$140B
| – | – |
-398,599
|
|