James Hambro & Partners Portfolio Holdings
James Hambro & Partners
- $2.25 Billion
- Q3 2024
James Hambro & Partners has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.25 Billion distributed in 56 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $157M, Microsoft Corp with a value of $155M, Alphabet Inc. with a value of $145M, Progressive Corp with a value of $134M, and Unitedhealth Group Inc with a value of $133M.
Examining the 13F form we can see an increase of $224M in the current position value, from $2.03B to 2.25B.
Below you can find more details about James Hambro & Partners portfolio as well as his latest detailed transactions.
Portfolio value
$2.25 Billion
Financial Services: $658 Million
Technology: $491 Million
Healthcare: $465 Million
Consumer Cyclical: $205 Million
Communication Services: $152 Million
Industrials: $150 Million
Consumer Defensive: $93.3 Million
ETFs: $24.8 Million
Other: $13.5 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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