HJMC

Hellman Jordan Management Company Portfolio holdings

AUM $58.9M
1-Year Est. Return 18.56%
This Quarter Est. Return
1 Year Est. Return
-18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$16.2M
3
+$14.6M
4
VZ icon
Verizon
VZ
+$14M
5
EVR icon
Evercore
EVR
+$13.5M

Top Sells

1
+$17.9M
2
+$3.95M
3
+$3.91M
4
VOD icon
Vodafone
VOD
+$2.93M
5
C icon
Citigroup
C
+$2.8M

Sector Composition

1 Industrials 17.12%
2 Technology 13.15%
3 Financials 12.65%
4 Consumer Discretionary 12.05%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.94M 2.1%
280,730
+230,370
27
$9.73M 2.05%
156,560
+121,280
28
$9.54M 2.02%
198,830
-1,225
29
$9.43M 1.99%
190,330
+146,645
30
$8.96M 1.89%
148,803
+107,474
31
$8.35M 1.76%
+100,000
32
$8.21M 1.73%
+336,220
33
$7.94M 1.68%
216,879
+113,853
34
$7.91M 1.67%
+96,360
35
$7.79M 1.64%
112,591
+58,069
36
$7.62M 1.61%
170,815
+115,128
37
$7.28M 1.54%
+200,000
38
$6.64M 1.4%
+352,650
39
$5.6M 1.18%
171,601
+120,587
40
$5.41M 1.14%
232,195
-69,000
41
$4.74M 1%
3,021
+1,360
42
$2.24M 0.47%
+12,000
43
$253K 0.05%
+700
44
$247K 0.05%
+1,250
45
$236K 0.05%
+10,000
46
$92K 0.02%
26,000
+4,000
47
$52K 0.01%
+14,000
48
– –
-117,432
49
– –
-37,110
50
– –
-53,818
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