Portfolio activity - August 2022:
Buy | Add | Sell |
QinetiQ (QQ) |
Portfolio performance - August 2022:
|
company |
% of
portfolio |
|
cash |
8.2% |
|
unilever |
6.2% |
|
computacenter |
5.2% |
|
impact
healthcare |
5.1% |
|
telecom plus |
4.4% |
|
hend. far
east income |
4.0% |
|
schroders |
3.5% |
|
anglo pacific |
3.4% |
|
jpm asia
income & growth |
3.1% |
|
national grid |
3.0% |
|
relx |
2.9% |
|
duke royalty |
2.9% |
|
euromoney |
2.9% |
|
legal and
general |
2.9% |
|
compass |
2.7% |
|
somero
enterprises |
2.6% |
|
glaxosmithkline |
2.5% |
|
diageo |
2.5% |
|
reckitt
benckiser |
2.4% |
|
british
american tobacco |
2.3% |
|
tritax big
box |
2.2% |
|
abcam |
2.0% |
|
tate &
lyle |
1.9% |
|
vvukei |
1.8% |
|
homeserve |
1.5% |
|
ag barr |
1.5% |
|
nichols |
1.4% |
|
smith &
nephew |
1.4% |
|
supermarket
reit |
1.3% |
|
rws holdings |
1.2% |
|
hargreaves
lansdown |
1.1% |
|
jersey
electricity |
1.0% |
|
admiral |
1.0% |
|
blackbird |
1.0% |
|
eleco |
0.9% |
|
life sciences
reit |
0.9% |
|
lancashire
holdings |
0.7% |
|
craneware |
0.7% |
|
888 holdings |
0.6% |
|
haleon |
0.6% |
|
ab dynamics |
0.5% |
