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
$2.14B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$40.1M
2 +$8.75M
3 +$7.19M
4
UNH icon
UnitedHealth
UNH
+$6.93M
5
TXN icon
Texas Instruments
TXN
+$5.61M

Top Sells

1 +$35.2M
2 +$4.11M
3 +$1.21M
4
ACN icon
Accenture
ACN
+$555K
5
INTU icon
Intuit
INTU
+$455K

Sector Composition

1 Financials 26.04%
2 Technology 22%
3 Healthcare 17.6%
4 Consumer Discretionary 8.51%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$243K 0.01%
4,194
52
$203K 0.01%
+5,357
53
-3,391
54
-580
55
-2,080