Portfolio activity - March 2022:
|
Buy |
Add |
Sell |
|
|
|
|
|
|
|
|
Portfolio performance - March 2022
|
company |
% of
portfolio |
|
computacenter |
6.7% |
|
unilever |
6.0% |
|
impact
healthcare |
5.8% |
|
glaxosmithkline |
4.2% |
|
anglo pacific |
4.1% |
|
telecom plus |
3.9% |
|
tritax big
box |
3.6% |
|
national grid |
3.5% |
|
hend. far
east income |
3.4% |
|
relx |
3.3% |
|
somero
enterprises |
3.1% |
|
diageo |
2.8% |
|
compass |
2.5% |
|
jpm asia
income & growth |
2.4% |
|
abcam |
2.4% |
|
british
american tobacco |
2.4% |
|
tate &
lyle |
2.3% |
|
reckitt
benckiser |
2.3% |
|
legal and
general |
2.3% |
|
euromoney |
2.2% |
|
schroders |
2.1% |
|
qinetiq |
2.0% |
|
duke royalty |
2.0% |
|
nichols |
2.0% |
|
ag barr |
1.8% |
|
smith &
nephew |
1.8% |
|
hargreaves
lansdown |
1.5% |
|
rws holdings |
1.3% |
|
eleco |
1.3% |
|
jersey
electricity |
1.2% |
|
homeserve |
1.2% |
|
888 holdings |
1.1% |
|
life sciences
reit |
1.1% |
|
blackbird |
0.8% |
|
craneware |
0.8% |
|
lancashire
holdings |
0.7% |
|
ab dynamics |
0.5% |
