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
$1.41B
AUM Growth
-$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$52.8M
2 +$9.34M
3 +$8.21M
4
KO icon
Coca-Cola
KO
+$8.18M
5
TJX icon
TJX Companies
TJX
+$5.38M

Top Sells

1 +$6.72M
2 +$5.71M
3 +$1.57M
4
CMCSA icon
Comcast
CMCSA
+$1.26M
5
UNH icon
UnitedHealth
UNH
+$1.13M

Sector Composition

1 Technology 22.94%
2 Financials 21.62%
3 Healthcare 17.01%
4 Communication Services 10.29%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,536