Hardman Johnston Global Advisors LLC — Q1 2018 13F Holdings

Name: Hardman Johnston Global Advisors LLC — 13F Holdings, Q1 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001006364

Total reported value

$2.1B

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	HDB	Hdfc Bank Ltd-adr	Stock-Financials	11.12%	-7.71%	EXIT
2	AVGO	Broadcom Inc.	Stock-Tech	11.04%	—	+14.82%
3	MLCO	Melco Resorts & Entert-adr	Stock-Other	10.56%	—	+57.39%
4	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	10.24%	—	-1.81%
5	ASML	ASML Holding N.V.	Stock-Tech	5.19%	-0.51%	-10.90%
6	QGEN	Qiagen N.V.	Stock-Healthcare	5.02%	—	+2.00%
7	ADBE	Adobe INC	Stock-Tech	2.41%	-0.36%	-20.78%
8	EW	Edwards Lifesciences CORP	Stock-Healthcare	2.22%	-0.19%	-1.35%
9	CTSH	Cognizant Tech Solutions-a	Stock-Tech	2.19%	—	+4.50%
10	ADP	Automatic Data Processing	Stock-Tech	2.16%	-0.34%	-1.63%
11	SWK	Stanley Black & Decker INC	Stock-Industrials	2.02%	+0.37%	-2.08%
12	MA	Mastercard INC - A	Stock-Financials	2.02%	-0.46%	-7.80%
13	IQV	Iqvia Holdings INC	Stock-Healthcare	1.86%	-0.36%	-1.80%
14	AZNN	Astrazeneca Plc-spons Adr	Stock-Other	1.85%	-2.40%	EXIT
15	BDX	Becton Dickinson And Co	Stock-Healthcare	1.63%	-0.12%	+105.07%
16	MSFT	Microsoft CORP	Stock-Tech	1.60%	-1.47%	-2.64%
17	SLB	Slb LTD	Stock-Energy	1.44%	+0.54%	-0.01%
18	MRSH	Marsh & Mclennan Cos	Stock-Financials	1.40%	-0.15%	-1.33%
19	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.32%	-0.93%	-0.96%
20	VRTX	Vertex Pharmaceuticals INC	Stock-Healthcare	1.31%	-0.14%	—
21	CMCSA	Comcast Corp-class A	Stock-Comm Services	1.21%	—	-2.15%
22	VAREUR	Varian Medical Systems INC	Stock-Other	1.18%	—	-1.78%
23	MDT	Medtronic plc	Stock-Healthcare	1.09%	-0.12%	-2.02%
24	FLIR	Flir Systems INC	Stock-Other	1.08%	—	-17.13%
25	CSCO	Cisco Systems INC	Stock-Tech	1.08%	—	-16.76%
26	PHG	Koninklijke Philips Nvr- Ny	Stock-Healthcare	1.07%	—	-0.90%
27	JNJ	Johnson & Johnson	Stock-Healthcare	1.05%	—	-1.48%
28	EOG	Eog Resources INC	Stock-Energy	0.97%	+0.09%	NEW
29	AAPL	Apple INC	Stock-Tech	0.95%	-0.38%	-37.54%
30	JPM	Jpmorgan Chase & Co	Stock-Financials	0.89%	—	-2.85%
31	FMC	Fmc CORP	Stock-Materials	0.86%	—	-1.03%
32	PTC	Ptc INC	Stock-Tech	0.86%	—	+110.06%
33	AMZN	Amazon.com INC	Stock-Consumer Disc	0.84%	-0.63%	-25.77%
34	DGX	Quest Diagnostics INC	Stock-Healthcare	0.84%	—	-1.40%
35	ALB	Albemarle CORP	Stock-Materials	0.81%	+0.34%	-34.44%
36	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.77%	-0.15%	-12.72%
37	CERNCHF	Cerner CORP	Stock-Other	0.76%	—	-0.68%
38	CELG	Celgene CORP	Stock-Other	0.56%	—	-66.41%
39	OXY	Occidental Petroleum CORP	Stock-Energy	0.55%	—	-2.26%
40	✓	Shire PLC	Stock-Other	0.51%	—	-54.47%
41	AEP	American Electric Power Company, Inc.	Stock-Utilities	0.48%	—	+0.94%
42	SBUX	Starbucks CORP	Stock-Consumer Disc	0.46%	—	+11.63%
43	META	Meta Platforms Inc-class A	Stock-Comm Services	0.41%	-0.11%	-45.88%
44	NVROEUR	Nevro CORP	Stock-Other	0.37%	—	+0.34%
45	EPD	Enterprise Products Partners	Stock-Energy	0.24%	—	—
46	JAZZ	Jazz Pharmaceuticals plc	Stock-Healthcare	0.23%	—	-3.54%
47	ABBV	Abbvie INC	Stock-Healthcare	0.20%	—	-0.20%
48	ABT	Abbott Laboratories	Stock-Healthcare	0.13%	-0.08%	—
49	FMS	Fresenius Medical Care-adr	Stock-Other	0.12%	—	-0.11%
50	XOM	Exxon Mobil CORP	Stock-Energy	0.11%	—	+1.66%

1–50 of 72

Holding changes this quarter

Position changes disclosed by Hardman Johnston Global Advisors LLC for the quarter ending Q1 2018, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MLCO	Melco Resorts & Entert-adr	+3.9%	+57.39%	Add
2	BDX	Becton Dickinson And Co	+0.9%	+105.07%	Add
3	AVGO	Broadcom Inc.	+0.6%	+14.82%	Add
4	PTC	Ptc INC	+0.5%	+110.06%	Add
5	BABA	Alibaba Group Holding-sp Adr	+0.5%	-1.81%	Trim
6	EW	Edwards Lifesciences CORP	+0.4%	-1.35%	Trim
7	AZNN	Astrazeneca Plc-spons Adr	+0.4%	+22.78%	Add
8	CTSH	Cognizant Tech Solutions-a	+0.4%	+4.50%	Add
9	QGEN	Qiagen N.V.	+0.3%	+2.00%	Add
10	MA	Mastercard INC - A	+0.1%	-7.80%	Trim
11	ASML	ASML Holding N.V.	+0.1%	-10.90%	Trim
12	VAREUR	Varian Medical Systems INC	+0.1%	-1.78%	Trim
13	NVROEUR	Nevro CORP	+0.1%	+0.34%	Add
14	MSFT	Microsoft CORP	+0.1%	-2.64%	Trim
15	SBUX	Starbucks CORP	+0.1%	+11.63%	Add
16	JAZZ	Jazz Pharmaceuticals plc	0%	-3.54%	Trim
17	LPTUSD	Liberty Property Trust	—	—	Unchanged
18	PG	Procter & Gamble Co/the	0%	-2.96%	Trim
19	XOM	Exxon Mobil CORP	0%	+1.66%	Add
20	IPGP	Ipg Photonics CORP	0%	-50.00%	Trim
21	HIW	Highwoods Properties INC	0%	—	Unchanged
22	VOD	Vodafone Group Plc-sp Adr	0%	—	Unchanged
23	IQV	Iqvia Holdings INC	0%	-1.80%	Trim
24	MDT	Medtronic plc	0%	-2.02%	Trim
25	EPD	Enterprise Products Partners	0%	—	Unchanged
26	EOG	Eog Resources INC	0%	-0.93%	Trim
27	GOOGL	Alphabet Inc-cl A	0%	-0.96%	Trim
28	ADBE	Adobe INC	-0.1%	-20.78%	Trim
29	SLB	Slb LTD	-0.1%	-0.01%	Trim
30	CSCO	Cisco Systems INC	-0.1%	-16.76%	Trim
31	AMZN	Amazon.com INC	-0.1%	-25.77%	Trim
32	OXY	Occidental Petroleum CORP	-0.1%	-2.26%	Trim
33	ADP	Automatic Data Processing	-0.1%	-1.63%	Trim
34	JNJ	Johnson & Johnson	-0.1%	-1.48%	Trim
35	CERNCHF	Cerner CORP	-0.1%	-0.68%	Trim
36	GOOG	Alphabet Inc-cl C	-0.1%	-12.72%	Trim
37	FLIR	Flir Systems INC	-0.1%	-17.13%	Trim
38	AEP	American Electric Power Company, Inc.	-0.1%	+0.94%	Add
39	FMC	Fmc CORP	-0.2%	-1.03%	Trim
40	CMCSA	Comcast Corp-class A	-0.2%	-2.15%	Trim
41	SWK	Stanley Black & Decker INC	-0.3%	-2.08%	Trim
42	HDB	Hdfc Bank Ltd-adr	-0.4%	-0.92%	Trim
43	META	Meta Platforms Inc-class A	-0.4%	-45.88%	Trim
44	DEO	Diageo Plc-sponsored Adr	-0.5%	-95.13%	Trim
45	AAPL	Apple INC	-0.6%	-37.54%	Trim
46	✓	Shire PLC	-0.6%	-54.47%	Trim
47	ALB	Albemarle CORP	-0.9%	-34.44%	Trim
48	CELG	Celgene CORP	-1.4%	-66.41%	Trim
49	NXPI	NXP Semiconductors N.V.	—	EXIT	Sold out
50	VRTX	Vertex Pharmaceuticals INC	—	NEW	New buy