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
$549M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$16.6M
3
+$15.1M
4
LEN icon
Lennar Class A
LEN
+$14.3M
5
TOL icon
Toll Brothers
TOL
+$14.1M

Top Sells

1
+$34.1M
2
+$30M
3
+$16.7M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$13.5M
5
THC icon
Tenet Healthcare
THC
+$12.9M

Sector Composition

1 Consumer Discretionary 28.83%
2 Technology 27.05%
3 Financials 14.85%
4 Healthcare 14.48%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.4M 8.63%
1,522,532
+787,760
2
$22.1M 4.03%
922,297
+319,411
3
$19.4M 3.53%
45,828
-70,980
4
$18.8M 3.43%
917,993
+452,119
5
$17.7M 3.23%
337,150
+161
6
$16.6M 3.03%
+150,115
7
$16.2M 2.95%
313,602
+805
8
$15.1M 2.76%
80,425
+13,765
9
$15.1M 2.75%
+318,644
10
$14.9M 2.72%
582,556
+24,699
11
$14.8M 2.69%
413,724
+56,719
12
$14.3M 2.6%
+289,244
13
$14.1M 2.56%
+357,461
14
$14M 2.55%
12,007
-29,307
15
$13.8M 2.52%
+173,635
16
$13.5M 2.46%
116,852
-41,290
17
$13.4M 2.45%
72,355
-5,330
18
$12.4M 2.26%
371,347
-108,299
19
$11.8M 2.15%
160,195
-1,773
20
$10.9M 1.99%
+205,430
21
$10.9M 1.99%
302,131
-63,475
22
$10.8M 1.97%
391,492
-1,825
23
$10.7M 1.94%
+284,273
24
$10.7M 1.94%
+79,288
25
$10.5M 1.91%
60,329
-7,197
1
2 3