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
$2.15B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$93.3M
2 +$28.2M
3 +$8M
4
UNH icon
UnitedHealth
UNH
+$6.16M
5
SPGI icon
S&P Global
SPGI
+$5.79M

Top Sells

1 +$69.8M
2 +$67.8M
3 +$61.1M
4
NOC icon
Northrop Grumman
NOC
+$15.3M
5
APH icon
Amphenol
APH
+$5.5M

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