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
$52.6M
AUM Growth
-$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$6.35M
2 +$5.53M
3 +$5.52M
4
AAPL icon
Apple
AAPL
+$2.32M
5
ARWR icon
Arrowhead Research
ARWR
+$2.15M

Top Sells

1 +$9.2M
2 +$6.79M
3 +$5.4M
4
NFLX icon
Netflix
NFLX
+$4.55M
5
NVDA icon
NVIDIA
NVDA
+$4.45M

Sector Composition

1 Healthcare 32.9%
2 Real Estate 11.81%
3 Technology 7.31%
4 Consumer Discretionary 6.95%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-209,552
27
-200,000