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
$404M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.37M
3
+$9.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.94M
5
VC icon
Visteon
VC
+$8.73M

Top Sells

1
+$28.6M
2
+$7.71M
3
+$7.7M
4
GM icon
General Motors
GM
+$7.33M
5
TSM icon
TSMC
TSM
+$7.23M

Sector Composition

1 Consumer Discretionary 24.65%
2 Financials 21.92%
3 Healthcare 17.77%
4 Technology 17.05%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-112,195
52
– –
-187,388
53
– –
-219,825
54
– –
-900
55
– –
-19,967
56
– –
-22,000
57
– –
-318,511
1 2
3