KJHP

K.J. Harrison & Partners Portfolio holdings

AUM $699M
1-Year Est. Return 37.5%
This Quarter Est. Return
1 Year Est. Return
+37.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.39M
3
+$5.18M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.92M
5
SYK icon
Stryker
SYK
+$4.87M

Top Sells

1
+$7.5M
2
+$1.03M
3
+$1M
4
DIS icon
Walt Disney
DIS
+$1M
5
BIP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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