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
$474M
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$16.2M
3
+$14.6M
4
VZ icon
Verizon
VZ
+$14M
5
EVR icon
Evercore
EVR
+$13.5M

Top Sells

1
+$17.9M
2
+$3.95M
3
+$3.91M
4
VOD icon
Vodafone
VOD
+$2.93M
5
C icon
Citigroup
C
+$2.8M

Sector Composition

1 Industrials 17.12%
2 Technology 13.15%
3 Financials 12.65%
4 Consumer Discretionary 12.05%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-49,020
52
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-49,804
53
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-726,080
54
– –
-52,801
55
– –
-20,340
56
– –
-27,792
57
– –
-73,025
58
– –
-56,069
59
– –
-235,186
60
– –
-24,120
1 2
3