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
$414M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.5M
3
+$10.3M
4
BABA icon
Alibaba
BABA
+$9.5M
5
FANG icon
Diamondback Energy
FANG
+$9.28M

Top Sells

1
+$15.4M
2
+$12M
3
+$10.7M
4
TOL icon
Toll Brothers
TOL
+$10.6M
5
WAT icon
Waters Corp
WAT
+$10.2M

Sector Composition

1 Financials 28.39%
2 Consumer Discretionary 18.29%
3 Technology 15.12%
4 Industrials 12.89%
5 Healthcare 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 4.34%
99,596
+26,879
2
$17.8M 4.31%
294,882
-5,407
3
$17.1M 4.13%
139,170
-2,584
4
$16.5M 3.99%
319,338
+109,072
5
$15M 3.62%
151,873
-2,784
6
$14.9M 3.6%
173,787
-2,919
7
$14.7M 3.54%
326,010
-7,231
8
$13.9M 3.35%
45,224
+633
9
$12.9M 3.12%
107,776
-35,226
10
$12.6M 3.04%
232,536
+6,610
11
$12.5M 3.01%
+424,260
12
$12.1M 2.92%
380,597
-3,735
13
$11.8M 2.85%
702,085
+299,215
14
$11.7M 2.82%
429,362
-109,520
15
$11.5M 2.78%
+70,830
16
$10.5M 2.54%
134,223
-21,009
17
$10.5M 2.53%
70,193
+38,893
18
$10.3M 2.5%
+54,706
19
$10.3M 2.49%
132,857
+7,730
20
$10.1M 2.44%
98,444
+33,817
21
$9.5M 2.3%
+116,949
22
$9.29M 2.24%
154,836
-42,679
23
$9.28M 2.24%
+138,703
24
$9.14M 2.21%
234,940
-45,300
25
$9.13M 2.21%
98,330
+11,230
1
2 3