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
$549M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$16.6M
3
+$15.1M
4
LEN icon
Lennar Class A
LEN
+$14.3M
5
TOL icon
Toll Brothers
TOL
+$14.1M

Top Sells

1
+$34.1M
2
+$30M
3
+$16.7M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$13.5M
5
THC icon
Tenet Healthcare
THC
+$12.9M

Sector Composition

1 Consumer Discretionary 28.83%
2 Technology 27.05%
3 Financials 14.85%
4 Healthcare 14.48%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$48K 0.01%
13,500
+2,000
52
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-104,940
53
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-68,286
54
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55
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-99,364
58
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-1,600
59
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60
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61
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-7,500
62
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63
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-254,675
64
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-332,373
65
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-137,592
66
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0
70
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-137,774
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