KJHP

K.J. Harrison & Partners Portfolio holdings

AUM $699M
1-Year Est. Return 37.5%
This Quarter Est. Return
1 Year Est. Return
+37.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$2.38M
3
+$2.19M
4
COO icon
Cooper Companies
COO
+$2.16M
5
CCI icon
Crown Castle
CCI
+$1.96M

Top Sells

1
+$11.1M
2
+$4.91M
3
+$3.16M
4
SU icon
Suncor Energy
SU
+$2.05M
5
KAR icon
Openlane
KAR
+$1.89M

Sector Composition

1 Financials 18.05%
2 Communication Services 11.75%
3 Technology 10.11%
4 Healthcare 9.98%
5 Industrials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.69%
+25,600
52
$2.15M 0.69%
54,754
-20
53
$2.14M 0.68%
27,350
54
$2.02M 0.64%
9,060
55
$1.96M 0.62%
34,000
+5,900
56
$1.9M 0.61%
+25,000
57
$1.9M 0.6%
32,000
+12,000
58
$1.89M 0.6%
39,410
59
$1.88M 0.6%
92,334
+60,000
60
$1.78M 0.57%
10,797
-1,300
61
$1.78M 0.57%
+9,000
62
$1.75M 0.56%
33,700
-5,200
63
$1.71M 0.54%
+20,347
64
$1.68M 0.53%
10,200
+6,000
65
$1.65M 0.53%
1,754
+246
66
$1.64M 0.52%
88,000
67
$1.61M 0.51%
41,200
-6,800
68
$1.53M 0.49%
8,000
+3,000
69
$1.51M 0.48%
7,852
-8,300
70
$1.49M 0.48%
31,500
-500
71
$1.43M 0.45%
431,399
-84,000
72
$1.39M 0.44%
+20,017
73
$1.38M 0.44%
+15,750
74
$1.37M 0.44%
9,825
-2,208
75
$1.37M 0.44%
31,400
-2,700
1 2
3
4 5