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
POOL icon
701
Pool Corp
POOL
$9.17B
$9.96M 0.01%
83,447
-22,005
FFIV icon
702
F5
FFIV
$14.1B
$9.78M 0.01%
68,576
+52,839
AES icon
703
AES
AES
$9.93B
$9.77M 0.01%
874,071
-1,934,900
REG icon
704
Regency Centers
REG
$13B
$9.68M 0.01%
145,761
-330,994
KMI icon
705
Kinder Morgan
KMI
$61B
$9.65M 0.01%
443,948
-104,256
TRMB icon
706
Trimble
TRMB
$19.5B
$9.57M 0.01%
298,923
-535,300
LW icon
707
Lamb Weston
LW
$8.33B
$9.43M 0.01%
224,287
+72,569
SHW icon
708
Sherwin-Williams
SHW
$85.2B
$9.2M 0.01%
88,926
-341,958
CBSH icon
709
Commerce Bancshares
CBSH
$7.23B
$9.02M 0.01%
237,239
+23,660
HEI icon
710
HEICO Corp
HEI
$43.6B
$9M 0.01%
251,938
-2,588
TAL icon
711
TAL Education Group
TAL
$6.85B
$8.93M 0.01%
502,692
+97,800
VYX icon
712
NCR Voyix
VYX
$1.41B
$8.82M 0.01%
314,916
+43,847
BVN icon
713
Compañía de Minas Buenaventura
BVN
$6.42B
$8.8M 0.01%
730,953
-26,118
RL icon
714
Ralph Lauren
RL
$22.4B
$8.78M 0.01%
107,516
+101,373
CABO icon
715
Cable One
CABO
$679M
$8.69M 0.01%
13,918
+2,818
TIF
716
DELISTED
Tiffany & Co.
TIF
$8.65M 0.01%
90,793
+66,389
EMR icon
717
Emerson Electric
EMR
$74.7B
$8.64M 0.01%
144,334
-572,500
MSM icon
718
MSC Industrial Direct
MSM
$4.87B
$8.62M 0.01%
83,900
+56,600
STLD icon
719
Steel Dynamics
STLD
$24.7B
$8.62M 0.01%
248,000
-14,700
VR
720
DELISTED
Validus Hold Ltd
VR
$8.57M 0.01%
151,900
+16,800
WYNN icon
721
Wynn Resorts
WYNN
$13.9B
$8.54M 0.01%
74,475
-382,974
TRIB
722
Trinity Biotech
TRIB
$19.4M
$8.45M 0.01%
283,625
-481
NORD
723
DELISTED
Nord Anglia Education, Inc.
NORD
$8.45M 0.01%
333,406
-2,276
LCAHU
724
DELISTED
Landcadia Holdings, Inc. Unit
LCAHU
$8.4M 0.01%
785,350
ARW icon
725
Arrow Electronics
ARW
$5.56B
$8.35M 0.01%
113,726
-226,000