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

Top Buys

1 +$57.1M
2 +$9.09M
3 +$8.34M
4
POOL icon
Pool Corp
POOL
+$7.43M
5
TJX icon
TJX Companies
TJX
+$4.87M

Top Sells

1 +$6.33M
2 +$5.36M
3 +$1.42M
4
CMCSA icon
Comcast
CMCSA
+$1.23M
5
UNH icon
UnitedHealth
UNH
+$1.2M

Sector Composition

1 Technology 22.94%
2 Financials 21.6%
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
-28,987