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
$83.3M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.44M
3
+$2.15M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.96M
5
GTLS icon
Chart Industries
GTLS
+$1.63M

Top Sells

1
+$2.63M
2
+$1.9M
3
+$1.75M
4
NVDA icon
NVIDIA
NVDA
+$1.5M
5
CMCSA icon
Comcast
CMCSA
+$1.36M

Sector Composition

1 Technology 25.17%
2 Consumer Discretionary 18.76%
3 Industrials 16.56%
4 Healthcare 5.9%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 1.71%
4,286
+1,369
27
$1.38M 1.66%
7,550
-1,222
28
$1.38M 1.65%
7,578
-3,348
29
$1.38M 1.65%
3,340
-862
30
$1.21M 1.45%
2,600
+1,057
31
$1.2M 1.44%
6,648
+460
32
$1.17M 1.41%
+7,500
33
$1.17M 1.41%
+10,550
34
$1.17M 1.4%
+5,000
35
$1.11M 1.34%
1,547
+1,047
36
$1.05M 1.26%
7,653
-13,820
37
$1.04M 1.25%
4,093
+1,500
38
$1.02M 1.23%
16,700
-8,300
39
$945K 1.13%
+16,051
40
$873K 1.05%
1,345
+96
41
$832K 1%
1,657
-389
42
$818K 0.98%
5,682
-1,279
43
$783K 0.94%
+150,000
44
$779K 0.93%
+15,480
45
$704K 0.84%
23,740
-9,850
46
$702K 0.84%
2,714
+191
47
$651K 0.78%
+20,000
48
$624K 0.75%
1,855
-413
49
$615K 0.74%
6,601
-235
50
$507K 0.61%
+30,000
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