KJHP
K.J. Harrison & Partners Portfolio holdings
AUM
$604M
1-Year Return
29.55%
This Quarter Return
-3.69%
1 Year Return
+29.55%
3 Year Return
+100.47%
5 Year Return
+186.52%
10 Year Return
+411.63%
AUM
$443M
AUM Growth
-$108M
(-20%)
Cap. Flow
-$92.2M
Cap. Flow
% of AUM
-20.79%
Top 10 Holdings %
Top 10 Hldgs %
34.19%
Holding
227
New
10
Increased
45
Reduced
45
Closed
109
Top Buys
| 1 |
Kenvue
KVUE
|
$6.68M |
| 2 |
Sony
SONY
|
$3.3M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$3.21M |
| 4 |
Restaurant Brands International
QSR
|
$2.74M |
| 5 |
Thomson Reuters
TRI
|
$2.72M |
Top Sells
| 1 |
Amazon
AMZN
|
$7.75M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$7.22M |
| 3 |
Johnson & Johnson
JNJ
|
$5.38M |
| 4 |
Goldman Sachs
GS
|
$3.95M |
| 5 |
Starbucks
SBUX
|
$3.46M |
Sector Composition
| 1 | Financials | 18.92% |
| 2 | Technology | 15.29% |
| 3 | Industrials | 14.58% |
| 4 | Communication Services | 11.27% |
| 5 | Consumer Discretionary | 9.69% |
