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
$537M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.7M
3
+$13.3M
4
MHK icon
Mohawk Industries
MHK
+$12.1M
5
SUNE
SUNEDISON, INC COM
SUNE
+$11.8M

Top Sells

1
+$17.7M
2
+$17.6M
3
+$17.5M
4
CL icon
Colgate-Palmolive
CL
+$13M
5
KMB icon
Kimberly-Clark
KMB
+$10.7M

Sector Composition

1 Healthcare 28.47%
2 Technology 20.06%
3 Consumer Discretionary 16.51%
4 Financials 11.17%
5 Industrials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 1.94%
+393,317
27
$10.2M 1.91%
365,887
+55,887
28
$9.84M 1.83%
+68,286
29
$9.27M 1.72%
207,781
+10,357
30
$8.72M 1.62%
111,755
-6,578
31
$8.21M 1.53%
+109,265
32
$7.88M 1.47%
+465,874
33
$7.72M 1.44%
+81,090
34
$7.59M 1.41%
99,364
-80,582
35
$7.05M 1.31%
+30,937
36
$5.54M 1.03%
312,717
-16,209
37
$5.31M 0.99%
+88,833
38
$5.3M 0.99%
53,149
-42,341
39
$5.28M 0.98%
+137,592
40
$5.27M 0.98%
126,753
-70,854
41
$3.62M 0.67%
+24,803
42
$2.48M 0.46%
+137,774
43
$1.73M 0.32%
+211,357
44
$1.54M 0.29%
+7,500
45
$475K 0.09%
+1,600
46
$389K 0.07%
+4,055
47
$256K 0.05%
32,000
-32,000
48
$62K 0.01%
+23,000
49
$46K 0.01%
+11,500
50
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