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
$537M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.7M
3
+$13.3M
4
MHK icon
Mohawk Industries
MHK
+$12.1M
5
SUNE
SUNEDISON, INC COM
SUNE
+$11.8M

Top Sells

1
+$17.7M
2
+$17.6M
3
+$17.5M
4
CL icon
Colgate-Palmolive
CL
+$13M
5
KMB icon
Kimberly-Clark
KMB
+$10.7M

Sector Composition

1 Healthcare 28.47%
2 Technology 20.06%
3 Consumer Discretionary 16.51%
4 Financials 11.17%
5 Industrials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.1M 8.77%
41,314
+3,008
2
$39.6M 7.38%
116,808
-23,098
3
$20.9M 3.89%
201,159
+175,159
4
$20.3M 3.77%
734,772
+257,032
5
$17.7M 3.29%
158,142
+81,307
6
$16.9M 3.14%
336,989
-34,762
7
$16.7M 3.11%
+104,940
8
$16.4M 3.05%
312,797
-5,753
9
$15.4M 2.88%
138,829
-7,163
10
$14.3M 2.65%
231,051
+22,166
11
$13.9M 2.58%
357,005
+20,210
12
$13.8M 2.56%
187,458
-78,774
13
$13.5M 2.51%
32,908
+6,986
14
$13.4M 2.49%
365,606
+10,597
15
$13.3M 2.47%
+593,151
16
$12.9M 2.41%
66,660
+20,620
17
$12.9M 2.4%
254,675
-11,684
18
$12.7M 2.36%
332,373
+51,763
19
$12.5M 2.33%
67,526
+17,600
20
$12.1M 2.25%
+77,685
21
$11.8M 2.19%
+602,886
22
$11.7M 2.18%
161,968
-57,182
23
$11.6M 2.16%
479,646
+114,705
24
$11M 2.05%
557,857
+168,165
25
$10.8M 2%
241,599
+60,099
1
2 3