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
$1.26B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$42.8M
2 +$28.7M
3 +$4.9M
4
TMO icon
Thermo Fisher Scientific
TMO
+$4.85M
5
APH icon
Amphenol
APH
+$3.02M

Top Sells

1 +$8.43M
2 +$2.58M
3 +$1.94M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
NKE icon
Nike
NKE
+$909K

Sector Composition

1 Technology 29.47%
2 Financials 22.32%
3 Healthcare 15.4%
4 Communication Services 12.3%
5 Materials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,592
102
-24,634