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
TAP icon
626
Molson Coors Class B
TAP
$9.27B
$17.2M 0.01%
180,159
-69,917
SP
627
DELISTED
SP Plus Corporation
SP
$17.2M 0.01%
509,516
-796
TTD icon
628
Trade Desk
TTD
$19.1B
$17.1M 0.01%
4,590,120
+4,089,730
MKL icon
629
Markel Group
MKL
$26.1B
$17.1M 0.01%
17,493
-28,800
GWW icon
630
W.W. Grainger
GWW
$44.9B
$17M 0.01%
73,130
-11,522
SNDA icon
631
Sonida Senior Living
SNDA
$601M
$16.9M 0.01%
80,287
-124
OXY icon
632
Occidental Petroleum
OXY
$41.7B
$16.8M 0.01%
265,611
-309,244
SPLK
633
DELISTED
Splunk Inc
SPLK
$16.8M 0.01%
269,596
-467,000
ADSK icon
634
Autodesk
ADSK
$64.7B
$16.7M 0.01%
192,697
+13,420
MHK icon
635
Mohawk Industries
MHK
$7.14B
$16.6M 0.01%
72,485
-189,100
EWT icon
636
iShares MSCI Taiwan ETF
EWT
$6.89B
$16.4M 0.01%
493,500
+55,650
NBL
637
DELISTED
Noble Energy, Inc.
NBL
$16.4M 0.01%
476,354
+221,645
AVB icon
638
AvalonBay Communities
AVB
$25.4B
$16.3M 0.01%
88,549
-269,786
WST icon
639
West Pharmaceutical
WST
$19.7B
$16.1M 0.01%
197,500
-13,700
CPB icon
640
Campbell Soup
CPB
$9.11B
$15.9M 0.01%
278,644
-1,512,486
LII icon
641
Lennox International
LII
$17.2B
$15.9M 0.01%
94,800
-22,100
MTN icon
642
Vail Resorts
MTN
$4.99B
$15.8M 0.01%
82,381
-15,136
ECHO
643
DELISTED
Echo Global Logistics, Inc.
ECHO
$15.8M 0.01%
739,861
-210,244
KW icon
644
Kennedy-Wilson Holdings
KW
$1.35B
$15.7M 0.01%
707,567
-5,401
ASND icon
645
Ascendis Pharma
ASND
$12.9B
$15.7M 0.01%
559,035
-35,260
BETR
646
DELISTED
Amplify Snack Brands, Inc.
BETR
$15.4M 0.01%
+1,829,763
IEX icon
647
IDEX
IEX
$13.1B
$15.2M 0.01%
162,401
-23,799
SEDG icon
648
SolarEdge
SEDG
$1.97B
$15M 0.01%
959,612
-10,746
AYI icon
649
Acuity Brands
AYI
$11.1B
$15M 0.01%
73,363
-378,868
SEIC icon
650
SEI Investments
SEIC
$9.79B
$14.9M 0.01%
295,592
-50,000