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
$474M
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$16.2M
3
+$14.6M
4
VZ icon
Verizon
VZ
+$14M
5
EVR icon
Evercore
EVR
+$13.5M

Top Sells

1
+$17.9M
2
+$3.95M
3
+$3.91M
4
VOD icon
Vodafone
VOD
+$2.93M
5
C icon
Citigroup
C
+$2.8M

Sector Composition

1 Industrials 17.12%
2 Technology 13.15%
3 Financials 12.65%
4 Consumer Discretionary 12.05%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.2M 6.39%
25,373
-15,031
2
$22.1M 4.67%
260,434
+234,694
3
$16.9M 3.56%
321,049
+209,164
4
$16.2M 3.42%
+343,612
5
$14.9M 3.16%
579,470
+419,846
6
$14.9M 3.16%
183,049
+135,297
7
$14.6M 3.07%
+635,700
8
$14M 2.95%
315,833
+206,188
9
$14M 2.95%
+293,289
10
$13.5M 2.86%
+245,000
11
$13.4M 2.82%
311,887
+213,190
12
$13.3M 2.8%
+180,352
13
$13M 2.74%
+200,000
14
$12.6M 2.67%
405,754
+317,576
15
$11.9M 2.52%
72,826
+57,735
16
$11.9M 2.5%
344,384
+275,516
17
$11.8M 2.5%
201,143
+144,603
18
$11.6M 2.44%
92,732
+66,871
19
$11.2M 2.37%
+200,000
20
$11M 2.33%
+104,300
21
$11M 2.32%
89,860
+71,240
22
$10.9M 2.29%
200,140
+150,240
23
$10.4M 2.19%
+200,000
24
$10.1M 2.13%
188,535
+148,671
25
$10M 2.11%
+149,720
1
2 3