KJHP
K.J. Harrison & Partners Portfolio holdings
AUM
$604M
1-Year Return
29.55%
This Quarter Return
-0.83%
1 Year Return
+29.55%
3 Year Return
+100.47%
5 Year Return
+186.52%
10 Year Return
+411.63%
AUM
$512M
AUM Growth
-$126M
(-20%)
Cap. Flow
-$107M
Cap. Flow
% of AUM
-20.88%
Top 10 Holdings %
Top 10 Hldgs %
31.11%
Holding
218
New
29
Increased
36
Reduced
74
Closed
48
Top Buys
| 1 |
O'Reilly Automotive
ORLY
|
$4.44M |
| 2 |
Sprott Physical Gold
PHYS
|
$4.34M |
| 3 |
UnitedHealth
UNH
|
$4.2M |
| 4 |
Unilever
UL
|
$4.17M |
| 5 |
Sprott Physical Silver Trust
PSLV
|
$3.44M |
Top Sells
| 1 |
Microsoft
MSFT
|
$11.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$9.71M |
| 3 |
JPMorgan Chase
JPM
|
$6.56M |
| 4 |
Royal Bank of Canada
RY
|
$5.86M |
| 5 |
Canadian Pacific Kansas City
CP
|
$5.1M |
Sector Composition
| 1 | Financials | 23.78% |
| 2 | Technology | 15.53% |
| 3 | Industrials | 12.04% |
| 4 | Consumer Discretionary | 9.43% |
| 5 | Communication Services | 8.39% |
