KJHP
K.J. Harrison & Partners Portfolio holdings
AUM
$699M
1-Year Est. Return
37.5%
1 Year Est. Return
+37.5%
AUM
$604M
AUM Growth
+$91.8M
(+18%)
Holding
210
Top Buys
| 1 | +$5.31M | |
| 2 | +$5.19M | |
| 3 | +$4.79M | |
| 4 |
BCE
BCE
|
+$4.64M |
| 5 |
Microsoft
MSFT
|
+$4.49M |
Top Sells
| 1 | +$5.46M | |
| 2 | +$3.77M | |
| 3 | +$3.46M | |
| 4 |
Brown-Forman Class B
BF.B
|
+$3.39M |
| 5 |
Nike
NKE
|
+$2.55M |
Sector Composition
| 1 | Financials | 21.85% |
| 2 | Technology | 19.19% |
| 3 | Industrials | 10.59% |
| 4 | Communication Services | 9.73% |
| 5 | Consumer Discretionary | 8.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Okta
OKTA
$14.8B
| – | – |
-5,500
|
|
||
202
On Holding
ONON
$14B
| – | – |
-29,000
|
|
||
203
Pool Corp
POOL
$9.03B
| – | – |
-4,100
|
|
||
204
SLB Ltd
SLB
$55.2B
| – | – |
-20,021
|
|
||
|
STR
205
DELISTED
Sitio Royalties
STR
| – | – |
-12,000
|
|
||
206
Uber
UBER
$190B
| – | – |
-10,000
|
|
||
207
Vanguard Total Stock Market ETF
VTI
$547B
| – | – |
-7,700
|
|
||
208
Vitesse Energy
VTS
$817M
| – | – |
-11,986
|
|
||
209
WESCO International
WCC
$12.5B
| – | – |
-13,390
|
|
||
210
Zoom
ZM
$25.2B
| – | – |
-30,000
|
|