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
$228M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$2.66M
2 +$2.59M
3 +$2.26M
4
JPM icon
JPMorgan Chase
JPM
+$2.21M
5
NFG icon
National Fuel Gas
NFG
+$2.21M

Top Sells

1 +$2.97M
2 +$2.47M
3 +$2.19M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.85M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.36M

Sector Composition

1 Financials 22.18%
2 Energy 13.67%
3 Technology 11.75%
4 Consumer Staples 9.66%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-85,000