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
KMB icon
76
Kimberly-Clark
KMB
$36.2B
$406M 0.33%
3,085,563
-1,922,266
AON icon
77
Aon
AON
$76.1B
$395M 0.32%
3,326,644
+924,076
MSCI icon
78
MSCI
MSCI
$42.4B
$394M 0.32%
4,050,616
-523,242
ITW icon
79
Illinois Tool Works
ITW
$72.3B
$391M 0.32%
2,951,426
+482,027
LMT icon
80
Lockheed Martin
LMT
$106B
$390M 0.32%
1,459,049
-296,731
IT icon
81
Gartner
IT
$16.8B
$384M 0.31%
3,555,481
+1,360,165
RVTY icon
82
Revvity
RVTY
$11.8B
$383M 0.31%
6,589,816
-545,693
TWX
83
DELISTED
Time Warner Inc
TWX
$378M 0.31%
3,864,057
-96,512
PFE icon
84
Pfizer
PFE
$146B
$375M 0.31%
11,555,466
-3,407,896
ADP icon
85
Automatic Data Processing
ADP
$103B
$369M 0.3%
3,607,695
+687
OMC icon
86
Omnicom Group
OMC
$22.7B
$367M 0.3%
4,251,971
+221,491
WAT icon
87
Waters Corp
WAT
$24B
$361M 0.3%
2,309,646
+356,395
DIS icon
88
Walt Disney
DIS
$187B
$359M 0.29%
3,168,073
+927,903
LPLA icon
89
LPL Financial
LPLA
$28.5B
$358M 0.29%
8,996,531
+1,038,731
VAR
90
DELISTED
Varian Medical Systems, Inc.
VAR
$358M 0.29%
3,932,124
-201,927
UAL icon
91
United Airlines
UAL
$33B
$355M 0.29%
5,022,713
-1,333,061
JNJ icon
92
Johnson & Johnson
JNJ
$499B
$354M 0.29%
2,845,709
+122,713
VMC icon
93
Vulcan Materials
VMC
$39.3B
$351M 0.29%
2,909,309
-459,063
COO icon
94
Cooper Companies
COO
$15.5B
$348M 0.28%
6,972,728
+1,832,692
CMPR icon
95
Cimpress
CMPR
$1.7B
$346M 0.28%
4,013,452
+634,662
HEI.A icon
96
HEICO Corp Class A
HEI.A
$34.4B
$343M 0.28%
8,931,635
+166,061
EL icon
97
Estee Lauder
EL
$33.9B
$343M 0.28%
4,043,476
+899,171
DXCM icon
98
DexCom
DXCM
$24.8B
$339M 0.28%
16,007,884
+1,744,648
UPS icon
99
United Parcel Service
UPS
$81.3B
$338M 0.28%
3,146,957
+840,680
AMAT icon
100
Applied Materials
AMAT
$201B
$332M 0.27%
8,534,514
+1,912,105