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
$404M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.37M
3
+$9.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.94M
5
VC icon
Visteon
VC
+$8.73M

Top Sells

1
+$28.6M
2
+$7.71M
3
+$7.7M
4
GM icon
General Motors
GM
+$7.33M
5
TSM icon
TSMC
TSM
+$7.23M

Sector Composition

1 Consumer Discretionary 24.65%
2 Financials 21.92%
3 Healthcare 17.77%
4 Technology 17.05%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.8M 4.17%
300,289
+58,003
2
$15.5M 3.83%
143,002
+9,232
3
$15.4M 3.82%
141,754
+9,992
4
$15.4M 3.81%
335,884
+63,323
5
$14.4M 3.57%
333,241
+26,092
6
$14.1M 3.5%
538,882
+108,676
7
$14M 3.46%
154,657
+7,140
8
$13.8M 3.42%
140,736
+47,290
9
$13.4M 3.33%
176,706
+24,307
10
$13M 3.22%
44,591
+2,776
11
$12.6M 3.13%
72,717
+25,421
12
$12.4M 3.06%
263,045
-1,965
13
$12.1M 3%
384,332
+139,768
14
$12M 2.97%
408,791
+37,456
15
$11.3M 2.81%
225,926
+25,930
16
$11.3M 2.79%
408,564
-1,035,800
17
$11.2M 2.78%
197,515
-40,582
18
$10.8M 2.67%
155,232
+135,022
19
$10.6M 2.64%
310,923
-19,901
20
$10.6M 2.61%
117,353
+7,100
21
$10.4M 2.58%
+210,266
22
$10.2M 2.54%
86,651
+8,236
23
$9.89M 2.45%
80,850
-14,792
24
$9.3M 2.3%
+20,000
25
$8.94M 2.22%
+280,240
1
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