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
$1.47B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$22.6M
3
+$17.4M
4
AMZN icon
Amazon
AMZN
+$12.3M
5
AON icon
Aon
AON
+$11M

Top Sells

1
+$49.6M
2
+$49.1M
3
+$10.8M
4
MDLZ icon
Mondelez International
MDLZ
+$8.18M
5
INTU icon
Intuit
INTU
+$6.86M

Sector Composition

1 Technology 25.45%
2 Financials 21.57%
3 Healthcare 17.9%
4 Communication Services 11.36%
5 Materials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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