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
$83.3M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.44M
3
+$2.15M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.96M
5
GTLS icon
Chart Industries
GTLS
+$1.63M

Top Sells

1
+$2.63M
2
+$1.9M
3
+$1.75M
4
NVDA icon
NVIDIA
NVDA
+$1.5M
5
CMCSA icon
Comcast
CMCSA
+$1.36M

Sector Composition

1 Technology 25.17%
2 Consumer Discretionary 18.76%
3 Industrials 16.56%
4 Healthcare 5.9%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-24,362
77
– –
-15,093
78
– –
-20,907
1 2 3
4