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
$144M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$9.13M
3
+$8.25M
4
CRM icon
Salesforce
CRM
+$7.93M
5
AMZN icon
Amazon
AMZN
+$7.12M

Top Sells

1
+$8.77M
2
+$7.08M
3
+$3.73M
4
GWPH
GW Pharmaceuticals Plc American Depositary Shares
GWPH
+$3.41M
5
AAPL icon
Apple
AAPL
+$3.15M

Sector Composition

1 Consumer Discretionary 21.12%
2 Industrials 15.06%
3 Healthcare 11.34%
4 Technology 10.09%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.74%
20,012
+12
27
$1.03M 0.72%
21,649
-13,730
28
$1.02M 0.71%
24,714
-13,742
29
$1.01M 0.7%
20,438
+6,875
30
$987K 0.69%
7,784
-1,488
31
$954K 0.66%
9,087
-2,000
32
$947K 0.66%
11,874
33
$910K 0.63%
15,361
+1,008
34
$882K 0.61%
34,954
+3,009
35
$880K 0.61%
7,000
+2,000
36
$862K 0.6%
4,733
+3
37
$678K 0.47%
12,566
-3,995
38
$643K 0.45%
+25,000
39
$623K 0.43%
7,676
-3,177
40
$566K 0.39%
126,080
+8,080
41
$565K 0.39%
+25,500
42
$532K 0.37%
3,326
+1
43
$503K 0.35%
17,982
-25,000
44
$479K 0.33%
8,156
-18,936
45
$450K 0.31%
3,320
-500
46
$353K 0.25%
+2,400
47
$329K 0.23%
20,000
48
$276K 0.19%
+2,500
49
$145K 0.1%
+16,651
50
$48K 0.03%
+675
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