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
$119B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,273
New
Increased
Reduced
Closed

Top Buys

1 +$318M
2 +$264M
3 +$250M
4
GD icon
General Dynamics
GD
+$235M
5
GS icon
Goldman Sachs
GS
+$233M

Top Sells

1 +$454M
2 +$416M
3 +$393M
4
DTE icon
DTE Energy
DTE
+$392M
5
DIS icon
Walt Disney
DIS
+$260M

Sector Composition

1 Technology 18.93%
2 Healthcare 16.1%
3 Industrials 12.85%
4 Consumer Discretionary 11.91%
5 Financials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
V icon
51
Visa
V
$658B
$501M 0.42%
6,417,242
-650,858
MDT icon
52
Medtronic
MDT
$116B
$499M 0.42%
6,999,619
+1,706,247
TMO icon
53
Thermo Fisher Scientific
TMO
$212B
$493M 0.41%
3,491,101
+935,955
CSGP icon
54
CoStar Group
CSGP
$29.6B
$490M 0.41%
25,977,110
+4,369,330
GE icon
55
GE Aerospace
GE
$321B
$488M 0.41%
3,224,352
-2,746,433
HON icon
56
Honeywell
HON
$125B
$486M 0.41%
4,373,785
-1,293,283
NVDA icon
57
NVIDIA
NVDA
$4.84T
$477M 0.4%
178,931,600
-22,028,760
DNKN
58
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$469M 0.39%
8,946,560
+470,747
UAL icon
59
United Airlines
UAL
$29.4B
$463M 0.39%
6,355,774
-1,875,087
PFE icon
60
Pfizer
PFE
$138B
$461M 0.39%
14,963,362
-1,299,990
LAMR icon
61
Lamar Advertising Co
LAMR
$12.1B
$453M 0.38%
6,742,747
+781,983
CSX icon
62
CSX Corp
CSX
$66.7B
$450M 0.38%
37,518,429
+8,488,608
TFX icon
63
Teleflex
TFX
$5.5B
$446M 0.37%
2,764,584
+740,932
TEL icon
64
TE Connectivity
TEL
$71.7B
$445M 0.37%
6,428,415
+672,924
TXN icon
65
Texas Instruments
TXN
$145B
$444M 0.37%
6,079,676
+2,226,828
LMT icon
66
Lockheed Martin
LMT
$112B
$439M 0.37%
1,755,780
-341,973
BX icon
67
Blackstone
BX
$112B
$438M 0.37%
16,188,703
-2,151,686
ACN icon
68
Accenture
ACN
$151B
$431M 0.36%
3,680,759
-225,859
USB icon
69
US Bancorp
USB
$72.2B
$430M 0.36%
8,370,863
-1,203,132
UNH icon
70
UnitedHealth
UNH
$300B
$428M 0.36%
2,672,031
-256,377
RAI
71
DELISTED
Reynolds American Inc
RAI
$423M 0.36%
7,553,126
-1,447,295
VMC icon
72
Vulcan Materials
VMC
$38.6B
$422M 0.35%
3,368,372
+302,069
SEE icon
73
Sealed Air
SEE
$5.26B
$419M 0.35%
9,236,910
+1,817,818
MCHP icon
74
Microchip Technology
MCHP
$32.1B
$415M 0.35%
12,928,506
+4,994,922
FLEX icon
75
Flex
FLEX
$22.9B
$406M 0.34%
37,450,716
+3,855,675