Holdings (Monthly)
Guide ↗
Hardman Johnston International Growth Fund
· Manager Directed Portfolios| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Sandoz Group AG | SDZ | Apr 2024 | 107,772 | $8.5M | 6.28% | EC |
| 2 | TSMC | 2330 | Apr 2024 | 144,277 | $8.0M | 5.87% | EC |
| 3 | ASML Holding NV | ASML | Apr 2024 | 5,428 | $7.8M | 5.73% | EC |
| 4 | Prysmian SpA | PRY | Apr 2024 | 60,820 | $7.2M | 5.30% | EC |
| 5 | Infineon Technologies AG | IFX | Apr 2024 | 146,387 | $7.2M | 5.27% | EC |
| 6 | Standard Chartered PLC | STAN | Apr 2024 | 271,578 | $6.9M | 5.11% | EC |
| 7 | AstraZeneca PLC | AZN | Apr 2024 | 36,912 | $6.9M | 5.06% | EC |
| 8 | Mitsubishi Heavy Industries Lt | 7011 | Apr 2024 | 230,574 | $6.8M | 5.00% | EC |
| 9 | UCB SA | UCB | Apr 2024 | 21,969 | $6.7M | 4.93% | EC |
| 10 | Hitachi Ltd | 6501 | Apr 2024 | 191,152 | $6.6M | 4.88% | EC |
| 11 | Commerzbank AG | CBK | Apr 2024 | 157,417 | $6.5M | 4.76% | EC |
| 12 | Rheinmetall AG | RHM | Apr 2024 | 3,032 | $6.4M | 4.73% | EC |
| 13 | Airbus SE | AIR | Apr 2024 | 27,553 | $6.3M | 4.64% | EC |
| 14 | Safran SA | SAF | Apr 2024 | 17,479 | $6.2M | 4.60% | EC |
| 15 | Suzuki Motor Corp | 7269 | Apr 2024 | 404,867 | $5.5M | 4.06% | EC |
| 16 | LVMH Moet Hennessy Louis Vuitt | MC | Apr 2024 | 8,254 | $5.3M | 3.92% | EC |
| 17 | Prosus NV | PRX | Apr 2024 | 92,155 | $5.3M | 3.90% | EC |
| 18 | Cameco Corp | CCJ | Jan 2026 | 41,026 | $5.1M | 3.73% | EC |
| 19 | Weir Group PLC/The | WEIR | Apr 2024 | 84,090 | $3.7M | 2.73% | EC |
| 20 | Leonardo SpA | LDO | Apr 2024 | 52,313 | $3.5M | 2.57% | EC |
| 21 | STMicroelectronics NV | STMPA | Apr 2024 | 112,780 | $3.2M | 2.34% | EC |
| 22 | MercadoLibre Inc | MELI | Apr 2024 | 1,292 | $2.8M | 2.04% | EC |
| 23 | HDFC Bank Ltd | HDB | Apr 2024 | 50,240 | $1.6M | 1.20% | EC |
| 24 | ICICI Bank Ltd | IBN | Apr 2024 | 53,677 | $1.6M | 1.16% | EC |
| 25 | First American Government Obli | FGXXX | Apr 2024 | 431,757 | $432K | 0.32% | STIV |