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
$414M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.5M
3
+$10.3M
4
BABA icon
Alibaba
BABA
+$9.5M
5
FANG icon
Diamondback Energy
FANG
+$9.28M

Top Sells

1
+$15.4M
2
+$12M
3
+$10.7M
4
TOL icon
Toll Brothers
TOL
+$10.6M
5
WAT icon
Waters Corp
WAT
+$10.2M

Sector Composition

1 Financials 28.39%
2 Consumer Discretionary 18.29%
3 Technology 15.12%
4 Industrials 12.89%
5 Healthcare 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.02M 2.18%
342,912
-65,652
27
$8.81M 2.13%
76,912
-9,354
28
$8.73M 2.11%
229,484
+25,022
29
$8.46M 2.04%
83,608
-57,128
30
$7.85M 1.9%
153,240
-109,805
31
$7.39M 1.78%
+159,514
32
$7.3M 1.76%
+21,450
33
$7.13M 1.72%
+35,000
34
$7.12M 1.72%
+112,485
35
$6.91M 1.67%
+106,346
36
$6.45M 1.56%
+563,410
37
$5.85M 1.41%
+197,736
38
$4.92M 1.19%
142,044
-2,641
39
$4.13M 1%
+179,614
40
$1.53M 0.37%
14,618
-102,735
41
$1.19M 0.29%
8,967
-13,518
42
$253K 0.06%
+2,500
43
$55K 0.01%
10,000
44
$15K ﹤0.01%
11,000
45
– –
-10,000
46
– –
-4,005
47
– –
-53,000
48
– –
-383,712
49
– –
-408,791
50
– –
-2,500
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2
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