Hardman Johnston Global Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HJ Hardman Johnston Global Advisors LLC | Institutional Filer | ▲ 0.30% | $2.10B | 73 |
Current Portfolio Holdings
Showing all 73 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CCJ | Cameco Corporation | Energy | 3.4M | $369.4M | 17.55% |
| 2 | ASML | ASML Holding N.V. | Technology | 119K | $156.6M | 7.44% |
| 3 | MELI | MercadoLibre, Inc. | Consumer Cyclical | 76K | $131.7M | 6.26% |
| 4 | FTI | TechnipFMC plc | Energy | 1.8M | $121.8M | 5.79% |
| 5 | HWM | Howmet Aerospace Inc. | Industrials | 420K | $96.8M | 4.60% |
| 6 | VRT | Vertiv Holdings Co | Industrials | 371K | $93.1M | 4.42% |
| 7 | NVDA | NVIDIA Corporation | Technology | 491K | $85.7M | 4.07% |
| 8 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 252K | $85.1M | 4.04% |
| 9 | GOOGL | Alphabet Inc. | Technology | 274K | $78.9M | 3.75% |
| 10 | IBN | ICICI Bank Limited | Financial Services | 3.0M | $77.3M | 3.67% |
| 11 | CW | Curtiss-Wright Corporation | Industrials | 78K | $53.3M | 2.53% |
| 12 | MA | Mastercard Incorporated | Financial Services | 94K | $46.9M | 2.23% |
| 13 | MSFT | Microsoft Corporation | Technology | 125K | $46.3M | 2.20% |
| 14 | AAPL | Apple Inc. | Technology | 154K | $39.0M | 1.85% |
| 15 | AEIS | Advanced Energy Industries, Inc. | Industrials | 111K | $35.9M | 1.70% |
Showing 1 to 15 of 73 holdings