KPW
JHMC

Kore Private Wealth’s John Hancock Multifactor Consumer Discretionary ETF JHMC Stock Holding History

Kore Private Wealth’s Portfolio JHMC Stock Details JHMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,872
Closed -$305K – 469
2021
Q3 		$305K Hold
5,872
– – 0.03% 331
2021
Q2 		$309K Hold
5,872
– – 0.03% 312
2021
Q1 		$294K Buy
+5,872
New +$285K 0.04% 276
2020
Q2 		– Sell
-1,299
Closed -$33K – 1336
2020
Q1 		$33K Buy
+1,299
New +$42.5K 0.01% 502

Other funds holding JHMC

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BAM
Bellevue Asset Management Bellevue, Washington $200M AUM 16.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return