Portfolio activity - July 2022:
Buy | Add | Sell |
Portfolio performance - July 2022:
|
company |
% of
portfolio |
|
cash |
8.0% |
|
unilever |
6.1% |
|
computacenter |
5.3% |
|
telecom plus |
5.2% |
|
impact healthcare |
5.1% |
|
hend. far east income |
3.8% |
|
schroders |
3.8% |
|
anglo pacific |
3.3% |
|
duke royalty |
3.2% |
|
glaxosmithkline |
3.1% |
|
national grid |
3.1% |
|
relx |
3.1% |
|
jpm asia income & growth |
3.0% |
|
legal and general |
3.0% |
|
euromoney |
2.9% |
|
compass |
2.7% |
|
tritax big box |
2.6% |
|
diageo |
2.5% |
|
reckitt benckiser |
2.3% |
|
qinetiq |
2.3% |
|
somero enterprises |
2.2% |
|
british american tobacco |
2.1% |
|
tate & lyle |
2.0% |
|
abcam |
1.9% |
|
nichols |
1.6% |
|
ag barr |
1.6% |
|
homeserve |
1.5% |
|
supermarket reit |
1.4% |
|
smith & nephew |
1.4% |
|
rws holdings |
1.3% |
|
hargreaves lansdown |
1.1% |
|
jersey electricity |
1.0% |
|
admiral |
0.9% |
|
eleco |
0.9% |
|
life sciences reit |
0.9% |
|
blackbird |
0.8% |
|
craneware |
0.8% |
|
888 holdings |
0.7% |
|
haleon |
0.7% |
|
lancashire holdings |
0.7% |
|
ab dynamics |
0.5% |
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