J O Hambro Investment Management Ltd 13F Holdings

CIK 02811544 · LONDON, X0

As of Dec 31, 2022, J O Hambro Investment Management Ltd reported 79 positions worth $2.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology734,111 76.1K6.47%
VISA INC-CLASS A SHARESVFinancial Services838,877 74.3K6.40%
MARSH & MCLENNAN COMPANIES INCMMCFinancial Services798,244 32.1K4.85%
CME GROUP INCCMEFinancial Services757,796 27.4K4.68%
COSTCO WHOLESALE CORPCOSTConsumer Defensive271,634 24.0K4.56%
AMERICAN EXPRESS COAXPFinancial Services838,366 23.9K4.55%
TE CONNECTIVITY LTDTELTechnology1,051,386 20.7K4.44%
ALPHABET INCGOOGLEquity1,277,915 12.8K4.14%
DUPONT DE NEMOURS INCDDBasic Materials1,512,791 03.8K3.82%
INTUIT INCINTUTechnology264,294 02.9K3.78%
QUALCOMM INCQCOMTechnology862,477$94.8K3.48%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology662,098$93.3K3.43%
AMAZON.COM INCAMZNEquity1,044,876$87.8K3.23%
ADVANCED MICRO DEVICES INCAMDEquity1,310,419$84.9K3.12%
T-MOBILE US INCTMUSCommunication Services556,469$77.9K2.86%
SYNOPSYS INCSNPSTechnology216,451$69.1K2.54%
HOME DEPOT INCHDConsumer Cyclical211,993$67.0K2.46%
THERMO FISHER SCIENTIFIC INCTMOHealthcare81,491$44.9K1.65%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology581,103$43.3K1.59%
APPLE INCAAPLTechnology328,326$42.7K1.57%
AMERICAN INTERNATIONAL GROUP INCAIGFinancial Services648,711$41.0K1.51%
CHEVRON CORPCHVEnergy204,908$36.8K1.35%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services116,762$36.1K1.33%
HONEYWELL INTERNATIONAL INCHONIndustrials165,363$35.4K1.30%
YUM CHINA HOLDINGS INCYUMCConsumer Cyclical611,037$33.4K1.23%