JOHNSTON ASSET MANAGEMENT CORP 13F Holdings

CIK 02805210 · Stamford, CT

As of Sep 30, 2022, JOHNSTON ASSET MANAGEMENT CORP reported 77 positions worth $2.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APTIV PLC SHS (JERSEY)——2,459,087 92.3K8.66%
ICICI BANK LTDIBNFinancial Services8,965,401 88.0K8.46%
ALKERMES PLCALKSHealthcare5,734,259 28.0K5.76%
MELCO RESORTS & ENTERTAINMENT LTDMLCOConsumer Cyclical19,201,192 27.3K5.73%
ASML HOLDING NVASMLTechnology206,667$85.8K3.86%
MICROSOFT CORPMSFTTechnology287,491$67.0K3.01%
VERTEX PHARMACEUTICALS INCVRTXHealthcare214,000$62.0K2.79%
HOWMET AEROSPACE INCHWMIndustrials1,976,018$61.1K2.75%
SEA LTDSEConsumer Cyclical1,088,271$61.0K2.75%
IQVIA HOLDINGS INCIQVHealthcare336,304$60.9K2.74%
CORTEVA INCCTVABasic Materials996,572$57.0K2.56%
MASTERCARD INCMAFinancial Services198,233$56.4K2.54%
EDWARDS LIFESCIENCES CORPEWHealthcare672,198$55.5K2.50%
UNITEDHEALTH GROUP INCUNHHealthcare104,133$52.6K2.37%
WOLFSPEED INCWOLF2Technology507,402$52.4K2.36%
ALPHABET INCGOOGLEquity481,932$46.1K2.07%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology646,018$44.3K1.99%
ASTRAZENECA PLCAZNHealthcare781,976$42.9K1.93%
AUTOMATIC DATA PROCESSING INCADPIndustrials183,996$41.6K1.87%
APPLE INCAAPLTechnology298,668$41.3K1.86%
MARSH & MCLENNAN COMPANIES INCMMCFinancial Services267,285$39.9K1.80%
NVIDIA CORPNVDATechnology320,517$38.9K1.75%
T-MOBILE US INCTMUSCommunication Services280,580$37.6K1.69%
ALBEMARLE CORPALBBasic Materials135,520$35.8K1.61%
TJX COMPANIES INCTJXConsumer Cyclical549,540$34.1K1.54%