HJMC

Hellman Jordan Management Company Portfolio holdings

AUM $58.9M
1-Year Est. Return 18.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$39.3M
AUM Growth
-$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2M
3
+$1.28M
4
UNH icon
UnitedHealth
UNH
+$1.27M
5
SYK icon
Stryker
SYK
+$1.02M

Top Sells

1
+$16.1M
2
+$14.4M
3
+$14.3M
4
HON icon
Honeywell
HON
+$14.2M
5
C icon
Citigroup
C
+$12.2M

Sector Composition

1 Healthcare 26.6%
2 Technology 21.12%
3 Financials 17.76%
4 Consumer Discretionary 12.02%
5 Communication Services 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-112,485
52
– –
-10,000
1 2
3