Hardman Johnston Global Advisors LLC — Q3 2018 13F Holdings

Name: Hardman Johnston Global Advisors LLC — 13F Holdings, Q3 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	AVGO	Broadcom INC	Stock-Tech	11.60%	+0.20%	+0.87%
2	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	9.29%	—	+0.99%
3	MLCO	Melco Resorts & Entert-adr	Stock-Other	9.02%	—	+11.39%
4	HDB	Hdfc Bank Ltd-adr	Stock-Financials	7.38%	-7.71%	EXIT
5	QGEN	Qiagen N.V.	Stock-Healthcare	6.82%	—	+11.15%
6	ASML	ASML Holding N.V.	Stock-Tech	4.93%	-0.51%	-0.30%
7	ADBE	Adobe INC	Stock-Tech	2.70%	-0.36%	-4.78%
8	ADP	Automatic Data Processing	Stock-Tech	2.64%	-0.34%	-2.23%
9	EW	Edwards Lifesciences CORP	Stock-Healthcare	2.57%	-0.19%	-1.30%
10	IQV	Iqvia Holdings INC	Stock-Healthcare	2.33%	-0.36%	-1.52%
11	MA	Mastercard INC - A	Stock-Financials	2.33%	-0.46%	-3.42%
12	AZNN	Astrazeneca Plc-spons Adr	Stock-Other	2.28%	-2.40%	EXIT
13	VRTX	Vertex Pharmaceuticals INC	Stock-Healthcare	2.10%	-0.14%	-1.53%
14	CTSH	Cognizant Tech Solutions-a	Stock-Tech	1.95%	—	-1.73%
15	MSFT	Microsoft CORP	Stock-Tech	1.88%	-1.47%	-1.26%
16	BDX	Becton Dickinson And Co	Stock-Healthcare	1.77%	-0.12%	-1.94%
17	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.54%	-0.93%	-1.76%
18	IBN	Icici Bank Ltd-spon Adr	Stock-Financials	1.50%	-4.18%	—
19	MRSH	Marsh & Mclennan Cos	Stock-Financials	1.32%	-0.15%	-0.78%
20	FLIR	Flir Systems INC	Stock-Other	1.27%	—	-0.99%
21	MDT	Medtronic plc	Stock-Healthcare	1.26%	-0.12%	-0.82%
22	SLB	Slb LTD	Stock-Energy	1.26%	+0.54%	-1.76%
23	PHG	Koninklijke Philips Nvr- Ny	Stock-Healthcare	1.25%	—	-0.38%
24	AAPL	Apple INC	Stock-Tech	1.23%	-0.38%	-0.76%
25	CMCSA	Comcast Corp-class A	Stock-Comm Services	1.19%	—	-0.84%
26	CSCO	Cisco Systems INC	Stock-Tech	1.16%	—	-0.92%
27	EOG	Eog Resources INC	Stock-Energy	1.11%	+0.09%	NEW
28	JNJ	Johnson & Johnson	Stock-Healthcare	1.08%	—	-0.50%
29	VAREUR	Varian Medical Systems INC	Stock-Other	1.03%	—	-0.71%
30	FMC	Fmc CORP	Stock-Materials	0.94%	—	-0.72%
31	SWK	Stanley Black & Decker INC	Stock-Industrials	0.94%	+0.37%	-36.29%
32	AMZN	Amazon.com INC	Stock-Consumer Disc	0.93%	-0.63%	-13.39%
33	PTC	Ptc INC	Stock-Tech	0.90%	—	-2.40%
34	DGX	Quest Diagnostics INC	Stock-Healthcare	0.87%	—	-0.40%
35	ALB	Albemarle CORP	Stock-Materials	0.84%	+0.34%	-0.43%
36	JPM	Jpmorgan Chase & Co	Stock-Financials	0.83%	—	-2.19%
37	CERNCHF	Cerner CORP	Stock-Other	0.80%	—	-0.65%
38	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.80%	-0.15%	-1.02%
39	OXY	Occidental Petroleum CORP	Stock-Energy	0.62%	—	-2.14%
40	CELG	Celgene CORP	Stock-Other	0.52%	—	-1.23%
41	AEP	American Electric Power Company, Inc.	Stock-Utilities	0.38%	—	-1.69%
42	META	Meta Platforms Inc-class A	Stock-Comm Services	0.38%	-0.11%	-2.87%
43	EPD	Enterprise Products Partners	Stock-Energy	0.28%	—	—
44	KTOS	Kratos Defense & Security	Stock-Industrials	0.27%	—	—
45	GWPH	Gw Pharmaceuticals LTD	Stock-Other	0.26%	—	+48.86%
46	JAZZ	Jazz Pharmaceuticals plc	Stock-Healthcare	0.25%	—	-0.68%
47	ABBV	Abbvie INC	Stock-Healthcare	0.20%	—	—
48	ABT	Abbott Laboratories	Stock-Healthcare	0.16%	-0.08%	—
49	FMS	Fresenius Medical Care-adr	Stock-Other	0.12%	—	—
50	XOM	Exxon Mobil CORP	Stock-Energy	0.12%	—	—

1–50 of 69

Holding changes this quarter

Position changes disclosed by Hardman Johnston Global Advisors LLC for the quarter ending Q3 2018, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	QGEN	Qiagen N.V.	+1.1%	+11.15%	Add
2	IQV	Iqvia Holdings INC	+0.5%	-1.52%	Trim
3	AVGO	Broadcom INC	+0.5%	+0.87%	Add
4	AZNN	Astrazeneca Plc-spons Adr	+0.5%	+8.64%	Add
5	EW	Edwards Lifesciences CORP	+0.4%	-1.30%	Trim
6	ADP	Automatic Data Processing	+0.3%	-2.23%	Trim
7	MSFT	Microsoft CORP	+0.3%	-1.26%	Trim
8	VRTX	Vertex Pharmaceuticals INC	+0.3%	-1.53%	Trim
9	MA	Mastercard INC - A	+0.2%	-3.42%	Trim
10	AAPL	Apple INC	+0.2%	-0.76%	Trim
11	FLIR	Flir Systems INC	+0.2%	-0.99%	Trim
12	ADBE	Adobe INC	+0.2%	-4.78%	Trim
13	MDT	Medtronic plc	+0.2%	-0.82%	Trim
14	BDX	Becton Dickinson And Co	+0.2%	-1.94%	Trim
15	JNJ	Johnson & Johnson	+0.1%	-0.50%	Trim
16	CSCO	Cisco Systems INC	+0.1%	-0.92%	Trim
17	GWPH	Gw Pharmaceuticals LTD	+0.1%	+48.86%	Add
18	PTC	Ptc INC	+0.1%	-2.40%	Trim
19	PHG	Koninklijke Philips Nvr- Ny	+0.1%	-0.38%	Trim
20	CMCSA	Comcast Corp-class A	+0.1%	-0.84%	Trim
21	GOOGL	Alphabet Inc-cl A	+0.1%	-1.76%	Trim
22	CERNCHF	Cerner CORP	+0.1%	-0.65%	Trim
23	JPM	Jpmorgan Chase & Co	+0.1%	-2.19%	Trim
24	CELG	Celgene CORP	+0.1%	-1.23%	Trim
25	GOOG	Alphabet Inc-cl C	+0.1%	-1.02%	Trim
26	ALB	Albemarle CORP	+0.1%	-0.43%	Trim
27	ABT	Abbott Laboratories	0%	—	Unchanged
28	AMZN	Amazon.com INC	0%	-13.39%	Trim
29	EOG	Eog Resources INC	0%	-1.13%	Trim
30	EPD	Enterprise Products Partners	0%	—	Unchanged
31	VAREUR	Varian Medical Systems INC	—	-0.71%	Trim
32	DGX	Quest Diagnostics INC	—	-0.40%	Trim
33	FMC	Fmc CORP	0%	-0.72%	Trim
34	OXY	Occidental Petroleum CORP	0%	-2.14%	Trim
35	JAZZ	Jazz Pharmaceuticals plc	0%	-0.68%	Trim
36	CTSH	Cognizant Tech Solutions-a	0%	-1.73%	Trim
37	AEP	American Electric Power Company, Inc.	-0.1%	-1.69%	Trim
38	META	Meta Platforms Inc-class A	-0.1%	-2.87%	Trim
39	SLB	Slb LTD	-0.1%	-1.76%	Trim
40	ASML	ASML Holding N.V.	-0.2%	-0.30%	Trim
41	SWK	Stanley Black & Decker INC	-0.4%	-36.29%	Trim
42	BABA	Alibaba Group Holding-sp Adr	-0.9%	+0.99%	Add
43	MLCO	Melco Resorts & Entert-adr	-1.5%	+11.39%	Add
44	HDB	Hdfc Bank Ltd-adr	-4.2%	-30.04%	Trim
45	IBN	Icici Bank Ltd-spon Adr	—	NEW	New buy
46	SBUX	Starbucks CORP	—	EXIT	Sold out
47	NVROEUR	Nevro CORP	—	EXIT	Sold out
48	KTOS	Kratos Defense & Security	—	NEW	New buy
49	IPGP	Ipg Photonics CORP	—	EXIT	Sold out
50	HSBC	Hsbc Holdings Plc-spons Adr	—	EXIT	Sold out