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
$73.2M
AUM Growth
-$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$6.01M
3
+$3.71M
4
ULTA icon
Ulta Beauty
ULTA
+$1.74M
5
ROK icon
Rockwell Automation
ROK
+$819K

Top Sells

1
+$14.2M
2
+$13.9M
3
+$11.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.25M
5
HUM icon
Humana
HUM
+$7.98M

Sector Composition

1 Industrials 16.07%
2 Consumer Discretionary 15.08%
3 Healthcare 14.66%
4 Energy 6.54%
5 Financials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-17,982
52
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-2,400
53
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54
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55
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56
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-20,000
57
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-25,000
58
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-100,000
59
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-140,180
60
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-30,000
61
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-160,000
62
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-5,000
63
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-50,089
64
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-20,000
65
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-25,040
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3