JH

JANUS HENDERSON GROUP PLC

13F
JANUS HENDERSON GROUP PLC
Last update 2024-08-14 2516 Stocks (89 new)
Value $186.66 Bil Turnover 6 %
Countries:
Top Holdings: MSFT(7.08%)NVDA(5.88%)AAPL(3.56%)AMZN(3.06%)GOOG(2.90%)
Portfolio Report
Summary Stock Picks Current Portfolio
JANUS HENDERSON GROUP PLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
29,579,540
13219948.500
-0.09%
7.080
-0.01%
0.400
-2.19%
+16.35%
3234560.982
Software
NVDA 		NVIDIA Corp
88,796,767
10968922.140
-7.09%
5.880
-0.33%
0.360
-11.29%
+134.29%
2845480.000
Semiconductors
AAPL 		Apple Inc
31,564,800
6647764.430
+7.87%
3.560
+0.26%
0.210
+8.96%
+18.98%
3469584.063
Hardware
AMZN 		Amazon.com Inc
29,533,798
5707848.530
-3.71%
3.060
-0.11%
0.280
+2.98%
+26.13%
2011370.437
Retail - Cyclical
GOOG 		Alphabet Inc
29,499,050
5410715.820
+9.54%
2.900
+0.25%
0.240
-7.23%
+17.11%
2019320.900
Interactive Media
META 		Meta Platforms Inc
10,712,561
5401441.250
-1.98%
2.890
-0.06%
0.420
+12.00%
+59.07%
1420112.634
Interactive Media
LLY 		Eli Lilly and Co
4,141,246
3749523.320
+15.82%
2.010
+0.27%
0.460
+4.15%
+58.85%
829733.350
Drug Manufacturers
MA 		Mastercard Inc
7,540,030
3326259.130
-0.82%
1.780
-0.02%
0.820
+9.05%
+16.04%
455210.452
Credit Services
UNH 		UnitedHealth Group Inc
4,969,327
2530666.410
-6.53%
1.360
-0.09%
0.540
+19.09%
+10.50%
530965.436
Healthcare Plans
ORCL 		Oracle Corp
14,554,083
2055002.910
+13.07%
1.100
+0.13%
0.530
+17.89%
+60.93%
465522.624
Software

JANUS HENDERSON GROUP PLC's Historical Top Holdings Breakdowns

JANUS HENDERSON GROUP PLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ADBE 		Adobe Inc2024-06-30Reduce
-0.46%
●
439.02 ($484.22) 555.54
$522.11
7.82%
Reduce -70.19%
714,979
-1,683,127
AVGO 		Broadcom Inc2024-06-30Add
+0.42%
●
120.47 ($140.14) 182.89
$171.10
22.09%
Add 103.37%
9,609,170
488,421
AMGN 		Amgen Inc2024-06-30Add
+0.37%
●
262.75 ($293.78) 319.31
$337.29
14.81%
Add 93.39%
4,604,785
2,223,652
NVDA 		NVIDIA Corp2024-06-30Reduce
-0.33%
●
76.2 ($101.1) 135.58
$116.00
14.74%
Reduce -7.09%
88,796,767
-6,773,253
LLY 		Eli Lilly and Co2024-06-30Add
+0.27%
●
724.87 ($799.92) 909.04
$921.49
15.20%
Add 15.82%
4,141,246
565,562
TJX 		TJX Companies Inc2024-06-30Reduce
-0.27%
●
92.66 ($100.72) 111.05
$117.93
17.09%
Reduce -36.6%
8,385,198
-4,841,267
AAPL 		Apple Inc2024-06-30Add
+0.26%
●
165 ($186.49) 216.67
$228.20
22.37%
Add 7.87%
31,564,800
2,303,836
GOOG 		Alphabet Inc2024-06-30Add
+0.25%
●
151.94 ($170.1) 186.86
$164.64
-3.21%
Add 9.54%
29,499,050
2,569,605
CRM 		Salesforce Inc2024-06-30Add
+0.25%
●
218.01 ($267.58) 304.74
$266.80
-0.29%
Add 280.84%
2,470,695
1,821,942
SBUX 		Starbucks Corp2024-06-30Reduce
-0.23%
●
72.5 ($81.44) 91.53
$96.05
17.94%
Reduce -96.58%
162,206
-4,582,654

JANUS HENDERSON GROUP PLC Total Holding History ($B)

To

JANUS HENDERSON GROUP PLC's Asset Allocation

To

JANUS HENDERSON GROUP PLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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JANUS HENDERSON GROUP PLC's Hypothetical Growth since 2024-06-30

JANUS HENDERSON GROUP PLC's Yearly Returns

Year Portfolio % % Excess Gain %

JANUS HENDERSON GROUP PLC's Holdings Heat Map

Size field:

JANUS HENDERSON GROUP PLC's Holdings Bubble Chart

JANUS HENDERSON GROUP PLC News

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