JHP

James Hambro & Partners Portfolio holdings

AUM $2.8B
1-Year Est. Return 26.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.15B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$91.7M
2
+$26.8M
3
+$7.6M
4
UNH icon
UnitedHealth
UNH
+$5.93M
5
SPGI icon
S&P Global
SPGI
+$5.57M

Top Sells

1
+$72M
2
+$70.3M
3
+$59.1M
4
NOC icon
Northrop Grumman
NOC
+$16.1M
5
APH icon
Amphenol
APH
+$5.15M

Sector Composition

1 Financials 26.86%
2 Technology 22.72%
3 Healthcare 18.68%
4 Consumer Discretionary 9.32%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$249K 0.01%
4,194
52
$213K 0.01%
5,357
53
$213K 0.01%
2,050
-121
1 2
3