KJHP
K.J. Harrison & Partners Portfolio holdings
AUM
$699M
1-Year Est. Return
37.5%
1 Year Est. Return
+37.5%
AUM
$604M
AUM Growth
+$91.8M
(+18%)
Holding
210
Top Buys
| 1 | +$5.31M | |
| 2 | +$5.19M | |
| 3 | +$4.79M | |
| 4 |
BCE
BCE
|
+$4.64M |
| 5 |
Microsoft
MSFT
|
+$4.49M |
Top Sells
| 1 | +$5.46M | |
| 2 | +$3.77M | |
| 3 | +$3.46M | |
| 4 |
Brown-Forman Class B
BF.B
|
+$3.39M |
| 5 |
Nike
NKE
|
+$2.55M |
Sector Composition
| 1 | Financials | 21.85% |
| 2 | Technology | 19.19% |
| 3 | Industrials | 10.59% |
| 4 | Communication Services | 9.73% |
| 5 | Consumer Discretionary | 8.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Toronto Dominion Bank
TD
$158B
| $6.03M | 1% |
82,198
+125
|
|
||
27
Boston Scientific
BSX
$133B
| $5.84M | 0.97% |
54,409
+25,016
|
|
||
28
Mastercard
MA
$487B
| $5.84M | 0.97% |
10,386
-40
|
|
||
29
Goldman Sachs
GS
$293B
| $5.83M | 0.97% |
8,239
-2,499
|
|
||
30
Bank of Montreal
BMO
$95.6B
| $5.81M | 0.96% |
52,488
+12,785
|
|
||
31
Enbridge
ENB
$102B
| $5.68M | 0.94% |
125,401
+70,375
|
|
||
32
Sprott Physical Silver Trust
PSLV
$18.3B
| $5.64M | 0.93% |
460,765
+165,405
|
|
||
33
Spotify
SPOT
$105B
| $5.29M | 0.88% |
6,900
+1,000
|
|
||
34
Pure Storage
PSTG
$23.9B
| $5.19M | 0.86% |
+90,100
|
|
||
35
Shopify
SHOP
$206B
| $5.09M | 0.84% |
44,227
+28,500
|
|
||
36
Boeing
BA
$194B
| $4.84M | 0.8% |
23,100
+14,100
|
|
||
37
HEICO Corp
HEI
$49.9B
| $4.77M | 0.79% |
14,540
-1,000
|
|
||
38
Canadian Natural Resources
CNQ
$71B
| $4.76M | 0.79% |
151,665
-174,010
|
|
||
39
Suncor Energy
SU
$58.8B
| $4.66M | 0.77% |
124,572
+27,500
|
|
||
|
40
BCE
BCE
$22.6B
| $4.64M | 0.77% |
+209,800
|
|
||
41
Morgan Stanley
MS
$304B
| $4.64M | 0.77% |
32,909
-5,991
|
|
||
42
TC Energy
TRP
$56.6B
| $4.63M | 0.77% |
95,061
-71,000
|
|
||
43
Eli Lilly
LLY
$925B
| $4.35M | 0.72% |
5,582
-898
|
|
||
44
Teck Resources
TECK
$25.5B
| $4.32M | 0.72% |
107,020
+20,000
|
|
||
45
Stantec
STN
$11.3B
| $4.29M | 0.71% |
39,500
-2,000
|
|
||
46
Brookfield
BN
$106B
| $4.26M | 0.71% |
103,397
|
|
||
47
Celestica
CLS
$36.1B
| $4.21M | 0.7% |
27,000
+14,000
|
|
||
48
O'Reilly Automotive
ORLY
$79B
| $4.19M | 0.69% |
46,500
|
|
||
|
NOA
49
North American Construction
NOA
$463M
| $4.15M | 0.69% |
259,642
+9,900
|
|
||
50
Canadian Pacific Kansas City
CP
$65.2B
| $3.77M | 0.62% |
47,530
+30,851
|
|