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
$499M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$16.1M
3
+$13.8M
4
AAPL icon
Apple
AAPL
+$11.6M
5
FSLR icon
First Solar
FSLR
+$11.6M

Top Sells

1
+$14.9M
2
+$11.9M
3
+$11.9M
4
XLNX
Xilinx Inc
XLNX
+$10.9M
5
GIS icon
General Mills
GIS
+$10.4M

Sector Composition

1 Healthcare 18.22%
2 Technology 17.16%
3 Industrials 12.88%
4 Consumer Discretionary 11.73%
5 Communication Services 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.61M 1.92%
+390,810
27
$9.32M 1.87%
238,620
+38,620
28
$9.26M 1.85%
215,553
-1,326
29
$9.23M 1.85%
224,679
-91,154
30
$8.88M 1.78%
99,430
-570
31
$8.66M 1.73%
128,673
-20,130
32
$8.44M 1.69%
67,414
-25,318
33
$7.8M 1.56%
112,607
-75,928
34
$7.15M 1.43%
364,413
-271,287
35
$6.8M 1.36%
+181,500
36
$6.33M 1.27%
+134,867
37
$5.5M 1.1%
+176,010
38
$5.4M 1.08%
350,537
-2,113
39
$5.27M 1.06%
+175,000
40
$5.23M 1.05%
66,220
-90,340
41
$4.62M 0.93%
+2,500
42
$2.77M 0.56%
187,493
-11,337
43
$344K 0.07%
13,000
+3,000
44
$107K 0.02%
26,000
45
$52K 0.01%
14,000
46
– –
-72,826
47
– –
-190,330
48
– –
-171,601
49
– –
-200,000
50
– –
-344,384
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