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
$549M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$16.6M
3
+$15.1M
4
LEN icon
Lennar Class A
LEN
+$14.3M
5
TOL icon
Toll Brothers
TOL
+$14.1M

Top Sells

1
+$34.1M
2
+$30M
3
+$16.7M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$13.5M
5
THC icon
Tenet Healthcare
THC
+$12.9M

Sector Composition

1 Consumer Discretionary 28.83%
2 Technology 27.05%
3 Financials 14.85%
4 Healthcare 14.48%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.86M 1.8%
119,940
+8,185
27
$9.61M 1.75%
+116,467
28
$9.39M 1.71%
+75,512
29
$9.39M 1.71%
+341,032
30
$8.7M 1.59%
+186,395
31
$8.7M 1.58%
115,587
-71,871
32
$8.27M 1.51%
+22,614
33
$8.16M 1.49%
347,736
-245,415
34
$8.02M 1.46%
80,690
-400
35
$7.98M 1.45%
121,362
+12,097
36
$7.68M 1.4%
92,313
-108,846
37
$7.67M 1.4%
+345,004
38
$7.42M 1.35%
63,077
-75,752
39
$6.96M 1.27%
308,034
-4,683
40
$6.43M 1.17%
+452,600
41
$6.38M 1.16%
30,595
-342
42
$6.29M 1.15%
+50,000
43
$5.96M 1.09%
30,086
+5,283
44
$5.62M 1.02%
+87,302
45
$4.93M 0.9%
87,175
-143,876
46
$4.27M 0.78%
446,989
+235,632
47
$243K 0.04%
+7,840
48
$227K 0.04%
+32,135
49
$196K 0.04%
+14,521
50
$52K 0.01%
28,000
+5,000
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