KJHP
K.J. Harrison & Partners Portfolio holdings
AUM
$604M
This Quarter Return
+23.53%
1 Year Return
+29.55%
3 Year Return
+100.47%
5 Year Return
+186.52%
10 Year Return
+411.63%
AUM
$366M
AUM Growth
+$366M
(+104%)
Cap. Flow
+$154M
Cap. Flow
% of AUM
42.19%
Top 10 Holdings %
Top 10 Hldgs %
26.76%
Holding
221
New
86
Increased
64
Reduced
26
Closed
27
Top Buys
| 1 |
Sun Communities
SUI
|
$10.2M |
| 2 |
Newmont
NEM
|
$8.39M |
| 3 |
Global X Silver Miners ETF NEW
SIL
|
$5.18M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.92M |
| 5 |
Stryker
SYK
|
$4.87M |
Top Sells
| 1 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
$7.5M |
| 2 |
Live Nation Entertainment
LYV
|
$1.03M |
| 3 |
Tesla
TSLA
|
$1M |
| 4 |
Walt Disney
DIS
|
$1M |
| 5 |
Brookfield Infrastructure Partners
BIP
|
$827K |
Sector Composition
| 1 | Financials | 16.72% |
| 2 | Technology | 14.32% |
| 3 | Healthcare | 10.54% |
| 4 | Communication Services | 9.72% |
| 5 | Consumer Discretionary | 8.23% |
