$2.36 Billion is the total value of Hardman Johnston Global Advisors LLC's 94 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 23.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HDB | Buy | HDFC BANK LTD | $271,655,000 | +7.3% | 2,671,925 | +1.7% | 11.51% | +6.5% |
| AVGO | Buy | BROADCOM LTD | $246,334,000 | +7.1% | 958,870 | +1.2% | 10.44% | +6.4% |
| MLCO | New | MELCO RESORT ENTERTAINMENT Ladr | $158,130,000 | – | 5,445,232 | +100.0% | 6.70% | – |
| CELG | Buy | CELGENE CORP | $45,696,000 | -8.9% | 437,870 | +27.3% | 1.94% | -9.5% |
| IQV | New | IQVIA HLDGS INC | $44,492,000 | – | 454,460 | +100.0% | 1.88% | – |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $44,400,000 | +7.7% | 293,337 | +0.5% | 1.88% | +6.9% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $43,493,000 | -2.0% | 612,407 | +0.1% | 1.84% | -2.7% |
| ALB | Buy | ALBEMARLE CORP | $40,167,000 | +3.1% | 314,072 | +9.9% | 1.70% | +2.3% |
| SLB | Buy | SCHLUMBERGER LTD | $35,300,000 | +12.1% | 523,812 | +16.0% | 1.50% | +11.3% |
| AZN | New | ASTRAZENECA PLCsponsored adr | $35,125,000 | – | 1,012,255 | +100.0% | 1.49% | – |
| CSCO | Buy | CISCO SYS INC | $27,225,000 | +14.1% | 710,825 | +0.2% | 1.15% | +13.3% |
| MDT | Buy | MEDTRONIC PLC | $26,220,000 | +3.9% | 324,707 | +0.1% | 1.11% | +3.3% |
| VAR | Buy | VARIAN MED SYS INC | $25,577,000 | +11.2% | 230,111 | +0.1% | 1.08% | +10.4% |
| FMC | Buy | F M C CORP | $25,390,000 | +6.3% | 268,226 | +0.3% | 1.08% | +5.6% |
| PHG | Buy | KONINKLIJKE PHILIPS N Vny reg sh new | $25,114,000 | -7.2% | 664,397 | +1.2% | 1.06% | -7.9% |
| EOG | Buy | EOG RES INC | $23,630,000 | +12.0% | 218,975 | +0.4% | 1.00% | +11.2% |
| CERN | Buy | CERNER CORP | $20,769,000 | -4.9% | 308,196 | +0.7% | 0.88% | -5.6% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $19,561,000 | +5.3% | 198,612 | +0.1% | 0.83% | +4.5% |
| OXY | Buy | OCCIDENTAL PETE CORP DEL | $15,069,000 | +108.7% | 204,570 | +81.9% | 0.64% | +107.1% |
| DEO | Buy | DIAGEO P L Cspon adr new | $11,314,000 | +14.3% | 77,479 | +3.4% | 0.48% | +13.2% |
| PTC | New | PTC INC | $7,459,000 | – | 122,740 | +100.0% | 0.32% | – |
| NVRO | Buy | NEVRO CORP | $6,921,000 | -23.5% | 100,250 | +0.7% | 0.29% | -24.1% |
| LPT | Buy | LIBERTY PPTY TRsh ben int | $2,425,000 | +5.3% | 56,371 | +0.5% | 0.10% | +5.1% |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $1,427,000 | +17.0% | 44,737 | +4.3% | 0.06% | +15.4% |
| BXMT | Buy | BLACKSTONE MTG TR INC | $405,000 | +23.5% | 12,570 | +18.9% | 0.02% | +21.4% |
| CLR | New | CONTINENTAL RESOURCES INC | $212,000 | – | 4,000 | +100.0% | 0.01% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ASML HOLDING N V | 42 | Q3 2023 | 8.1% |
| ADOBE SYSTEMS INCORPORATED | 42 | Q3 2023 | 3.3% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.3% |
| AUTOMATIC DATA PROCESSING IN | 42 | Q3 2023 | 2.7% |
| EDWARDS LIFESCIENCES CORP | 42 | Q3 2023 | 2.6% |
| APPLE INC | 42 | Q3 2023 | 2.3% |
| MARSH & MCLENNAN COS INC | 42 | Q3 2023 | 1.9% |
| DIAGEO PLC | 42 | Q3 2023 | 10.6% |
| COMCAST CORP NEW | 42 | Q3 2023 | 2.1% |
| STANLEY BLACK & DECKER INC | 42 | Q3 2023 | 2.5% |
View Hardman Johnston Global Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-12 |
| 13F-HR/A | 2022-03-23 |
View Hardman Johnston Global Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.