JHIU

Janus Henderson Investors US Portfolio holdings

AUM $122B
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122B
AUM Growth
+$3.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$453M
2
+$356M
3
+$192M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$188M
5
LHX icon
L3Harris
LHX
+$173M

Top Sells

1
+$802M
2
+$488M
3
+$303M
4
META icon
Meta Platforms (Facebook)
META
+$286M
5
HD icon
Home Depot
HD
+$264M

Sector Composition

1 Technology 21.47%
2 Healthcare 15.7%
3 Industrials 13.08%
4 Financials 12.12%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
276
Cisco
CSCO
$304B
$108M 0.09%
3,193,336
+203,958
ALDR
277
DELISTED
Alder Biopharmaceuticals
ALDR
$107M 0.09%
5,167,085
+230,044
DVN icon
278
Devon Energy
DVN
$23.2B
$107M 0.09%
2,572,931
+2,066,530
C icon
279
Citigroup
C
$185B
$107M 0.09%
1,782,985
+163,840
OSIS icon
280
OSI Systems
OSIS
$4.6B
$106M 0.09%
1,456,678
-152,914
COR icon
281
Cencora
COR
$71.6B
$105M 0.09%
1,191,478
-284,999
CNP icon
282
CenterPoint Energy
CNP
$26.1B
$105M 0.09%
3,812,467
+891,785
ALLE icon
283
Allegion
ALLE
$14.3B
$105M 0.09%
1,388,158
-490,083
MIDD icon
284
Middleby
MIDD
$5.95B
$102M 0.08%
743,905
+13,533
SUM
285
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
$101M 0.08%
4,203,521
+425,117
CAT icon
286
Caterpillar
CAT
$269B
$101M 0.08%
1,083,531
+389,303
AJG icon
287
Arthur J. Gallagher & Co
AJG
$63.6B
$100M 0.08%
1,770,280
+338,651
TSCO icon
288
Tractor Supply
TSCO
$28.9B
$100M 0.08%
7,251,125
+621,020
TSRO
289
DELISTED
TESARO, Inc.
TSRO
$97.5M 0.08%
633,512
-129,833
ALKS icon
290
Alkermes
ALKS
$4.88B
$97M 0.08%
1,658,928
+1,140,555
TECH icon
291
Bio-Techne
TECH
$10.1B
$95.7M 0.08%
3,766,652
-252,932
WKC icon
292
World Kinect Corp
WKC
$1.29B
$95.4M 0.08%
2,630,761
-3,063
EW icon
293
Edwards Lifesciences
EW
$50.3B
$93.8M 0.08%
2,991,792
-4,007,136
ORLY icon
294
O'Reilly Automotive
ORLY
$85.8B
$93.7M 0.08%
5,209,410
-2,107,155
IBM icon
295
IBM
IBM
$288B
$93.2M 0.08%
559,927
+107,038
GWRE icon
296
Guidewire Software
GWRE
$18.4B
$93.2M 0.08%
1,654,377
-151,845
GILD icon
297
Gilead Sciences
GILD
$156B
$93.1M 0.08%
1,370,698
-551,205
GRMN icon
298
Garmin
GRMN
$37.6B
$92.8M 0.08%
1,815,161
-1,646
NRG icon
299
NRG Energy
NRG
$32.5B
$92.6M 0.08%
4,951,841
-1,857,846
MLM icon
300
Martin Marietta Materials
MLM
$37.6B
$92.6M 0.08%
424,223
+213,335
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