KJHP

K.J. Harrison & Partners Portfolio holdings

AUM $608M
1-Year Est. Return 45.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$647M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$4.47M
3
+$3.77M
4
NVDA icon
NVIDIA
NVDA
+$3.5M
5
TRP icon
TC Energy
TRP
+$3.28M

Top Sells

1
+$5.73M
2
+$5.18M
3
+$4.72M
4
UNH icon
UnitedHealth
UNH
+$4.23M
5
TD icon
Toronto Dominion Bank
TD
+$3.97M

Sector Composition

1 Financials 21.81%
2 Technology 13.88%
3 Industrials 13.73%
4 Consumer Discretionary 10.55%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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227
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228
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229
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-6,375
230
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232
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-91,100
233
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-20,000
234
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-54,777
235
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-25,000
236
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-10,000
237
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-9,000
6 7 8 9
10