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

Top Buys

1 +$2.77M
2 +$2.55M
3 +$2.45M
4
TRP icon
TC Energy
TRP
+$2.3M
5
JPM icon
JPMorgan Chase
JPM
+$2.18M

Top Sells

1 +$3.61M
2 +$2.97M
3 +$2.19M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.85M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.28M

Sector Composition

1 Financials 22.18%
2 Energy 13.67%
3 Technology 11.89%
4 Consumer Staples 9.66%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-30,000