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
$179M
AUM Growth
-$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$1.7M
3
+$1.12M
4
MSFT icon
Microsoft
MSFT
+$1.11M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$956K

Top Sells

1
+$10.8M
2
+$6.23M
3
+$5.46M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$5.27M
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$5.23M

Sector Composition

1 Financials 24.91%
2 Technology 18.3%
3 Communication Services 12.16%
4 Healthcare 12.07%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
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