KJHP

K.J. Harrison & Partners Portfolio holdings

AUM $752M
1-Year Est. Return 41.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$5.81M
2 +$5.04M
3 +$4.39M
4
VALE icon
Vale
VALE
+$3.42M
5
BAC icon
Bank of America
BAC
+$2.03M

Top Sells

1 +$4.41M
2 +$4.29M
3 +$4.29M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.59M
5
OVV icon
Ovintiv
OVV
+$2.35M

Sector Composition

1 Financials 22.95%
2 Technology 14.83%
3 Energy 12.7%
4 Consumer Discretionary 9.38%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-48,800
177
-27,700