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
$296M
AUM Growth
+$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$3.77M
2 +$3.25M
3 +$2.44M
4
NEX
NexTier Oilfield Solutions Inc.
NEX
+$2.23M
5
PBA icon
Pembina Pipeline
PBA
+$2.08M

Top Sells

1 +$4.03M
2 +$3.99M
3 +$3.92M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.64M
5
WBA
Walgreens Boots Alliance
WBA
+$3.22M

Sector Composition

1 Financials 22.32%
2 Industrials 13.95%
3 Technology 11.32%
4 Communication Services 10.14%
5 Healthcare 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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