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
$499M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$16.1M
3
+$13.8M
4
AAPL icon
Apple
AAPL
+$11.6M
5
FSLR icon
First Solar
FSLR
+$11.6M

Top Sells

1
+$14.9M
2
+$11.9M
3
+$11.9M
4
XLNX
Xilinx Inc
XLNX
+$10.9M
5
GIS icon
General Mills
GIS
+$10.4M

Sector Composition

1 Healthcare 18.22%
2 Technology 17.16%
3 Industrials 12.88%
4 Consumer Discretionary 11.73%
5 Communication Services 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.3M 7.07%
29,368
+3,995
2
$21.2M 4.25%
411,751
+68,139
3
$19.6M 3.93%
226,197
-34,237
4
$19M 3.8%
197,992
+101,632
5
$18.4M 3.68%
318,550
+73,550
6
$18M 3.6%
319,232
-1,817
7
$16.6M 3.33%
+52,687
8
$16.1M 3.22%
+291,026
9
$14.6M 2.92%
310,359
-1,528
10
$14.3M 2.86%
291,668
-1,621
11
$14.2M 2.84%
195,315
+14,963
12
$13.9M 2.78%
208,885
+59,165
13
$13.8M 2.76%
+516,948
14
$13.8M 2.76%
355,009
+74,279
15
$13.6M 2.73%
152,360
-30,689
16
$13.6M 2.71%
198,859
-1,141
17
$13.2M 2.65%
199,946
-1,197
18
$11.9M 2.39%
198,860
-1,140
19
$11.6M 2.33%
80,490
-9,370
20
$11.6M 2.31%
+497,644
21
$11.6M 2.31%
+162,634
22
$11.4M 2.27%
483,014
+146,794
23
$11.1M 2.21%
103,705
-595
24
$10.9M 2.18%
336,795
-68,959
25
$9.62M 1.93%
+318,974
1
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