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
$68.9M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.26M
3
+$2.76M
4
PARA
Paramount Global Class B
PARA
+$2.72M
5
MU icon
Micron Technology
MU
+$2.38M

Top Sells

1
+$8.58M
2
+$5.06M
3
+$3.79M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$3.66M
5
NIO icon
NIO
NIO
+$2.02M

Sector Composition

1 Technology 22.08%
2 Consumer Discretionary 15.14%
3 Communication Services 12.95%
4 Healthcare 9.16%
5 Energy 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$975K 1.42%
+5,737
27
$961K 1.4%
6,009
+2,924
28
$921K 1.34%
+14,372
29
$913K 1.33%
+6,632
30
$911K 1.32%
+6,397
31
$886K 1.29%
+3,007
32
$832K 1.21%
+22,998
33
$828K 1.2%
+3,910
34
$822K 1.19%
+6,203
35
$807K 1.17%
+19,351
36
$793K 1.15%
+3,912
37
$770K 1.12%
+9,128
38
$740K 1.07%
+13,788
39
$715K 1.04%
+1,429
40
$681K 0.99%
+5,683
41
$679K 0.99%
+2,061
42
$664K 0.96%
+12,277
43
$606K 0.88%
+260
44
$588K 0.85%
+2,776
45
$552K 0.8%
+1,785
46
$538K 0.78%
+1,446
47
$537K 0.78%
+22,721
48
$534K 0.78%
+1,124
49
$518K 0.75%
+2,286
50
$462K 0.67%
+4,634
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