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
$499M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$16.1M
3
+$13.8M
4
AAPL icon
Apple
AAPL
+$11.6M
5
FSLR icon
First Solar
FSLR
+$11.6M

Top Sells

1
+$14.9M
2
+$11.9M
3
+$11.9M
4
XLNX
Xilinx Inc
XLNX
+$10.9M
5
GIS icon
General Mills
GIS
+$10.4M

Sector Composition

1 Healthcare 18.22%
2 Technology 17.16%
3 Industrials 12.88%
4 Consumer Discretionary 11.73%
5 Communication Services 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-112,591
52
– –
-700
53
– –
-1,250
54
– –
-12,000
55
– –
-3,021
56
– –
-170,815
57
– –
-579,470
58
– –
-200,140
59
– –
-232,195
1 2
3