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
$158M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.6M
3
+$2.6M
4
CHRD icon
Chord Energy
CHRD
+$2.3M
5
XLNX
Xilinx Inc
XLNX
+$2.29M

Top Sells

1
+$23.2M
2
+$7.3M
3
+$7.08M
4
META icon
Meta Platforms (Facebook)
META
+$2.85M
5
BX icon
Blackstone
BX
+$2.62M

Sector Composition

1 Consumer Discretionary 35.33%
2 Technology 19.88%
3 Industrials 11.9%
4 Energy 11.36%
5 Financials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-20,000
52
– –
-212,930
53
– –
-40,073
54
– –
-128,664
1 2
3