KJHP
K.J. Harrison & Partners Portfolio holdings
AUM
$699M
1-Year Est. Return
37.5%
1 Year Est. Return
+37.5%
AUM
$699M
AUM Growth
+$95.4M
(+16%)
Holding
241
Top Buys
| 1 | +$8.21M | |
| 2 | +$7.41M | |
| 3 | +$6.1M | |
| 4 |
Pembina Pipeline
PBA
|
+$4.76M |
| 5 |
GE Aerospace
GE
|
+$4.63M |
Top Sells
| 1 | +$7.29M | |
| 2 | +$5.78M | |
| 3 | +$5.19M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$4.19M |
| 5 |
Snowflake
SNOW
|
+$3.58M |
Sector Composition
| 1 | Technology | 19.76% |
| 2 | Financials | 19.53% |
| 3 | Industrials | 11.1% |
| 4 | Communication Services | 9.57% |
| 5 | Consumer Discretionary | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
226
O'Reilly Automotive
ORLY
$79B
| – | – |
-46,500
|
|
||
227
Pure Storage
PSTG
$23.9B
| – | – |
-90,100
|
|
||
228
Rogers Communications
RCI
$19.2B
| – | – |
-7,014
|
|
||
229
Starbucks
SBUX
$106B
| – | – |
-5,004
|
|
||
230
Sherwin-Williams
SHW
$88.3B
| – | – |
-1,587
|
|
||
|
SII
231
Sprott
SII
$2.97B
| – | – |
-4,608
|
|
||
232
Trade Desk
TTD
$17.5B
| – | – |
-10,008
|
|
||
233
UGI
UGI
$8.05B
| – | – |
-20,000
|
|
||
234
Waste Connections
WCN
$42.9B
| – | – |
-39,123
|
|
||
235
Zillow
ZG
$16.3B
| – | – |
-10,000
|
|
||
236
Flutter Entertainment
FLUT
$35.2B
| – | – |
-6,075
|
|
||
237
SiTime
SITM
$9.23B
| – | – |
-7,000
|
|
||
|
238
Snowflake
SNOW
$71.1B
| – | – |
-16,005
|
|
||
239
Toast
TOST
$19.9B
| – | – |
-30,000
|
|
||
240
Thomson Reuters
TRI
$55.5B
| – | – |
-2,275
|
|
||
|
SOBO
241
South Bow Corp
SOBO
$5.45B
| – | – |
-11,166
|
|