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
$414M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.5M
3
+$10.3M
4
BABA icon
Alibaba
BABA
+$9.5M
5
FANG icon
Diamondback Energy
FANG
+$9.28M

Top Sells

1
+$15.4M
2
+$12M
3
+$10.7M
4
TOL icon
Toll Brothers
TOL
+$10.6M
5
WAT icon
Waters Corp
WAT
+$10.2M

Sector Composition

1 Financials 28.39%
2 Consumer Discretionary 18.29%
3 Technology 15.12%
4 Industrials 12.89%
5 Healthcare 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,500
52
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-238,989
53
– –
-2,400
54
– –
-335,884
55
– –
-20,000
56
– –
-80,850
57
– –
-310,923
58
– –
-86,651
59
– –
-628,967
60
– –
-10,000
61
– –
-439,118
62
– –
-660,843
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3