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
$73M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$4.26M
3
+$3.99M
4
JNUG icon
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
+$3.91M
5
CELG
Celgene Corp
CELG
+$3.16M

Top Sells

1
+$36.9M
2
+$8.2M
3
+$1.83M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.63M
5
CVS icon
CVS Health
CVS
+$1.53M

Sector Composition

1 Technology 14.06%
2 Healthcare 12.81%
3 Financials 10.97%
4 Energy 7.41%
5 Consumer Discretionary 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.26M 8.57%
10,000
+1,250
2
$5.35M 7.32%
35,000
+27,880
3
$4.81M 6.58%
41,534
+27,299
4
$4.6M 6.29%
+74,461
5
$3.99M 5.46%
+10,000
6
$3.91M 5.35%
+3,500
7
$2.58M 3.53%
+11,520
8
$2.19M 3%
+20,000
9
$1.82M 2.49%
6,417
+1,608
10
$1.63M 2.24%
16,160
+6,000
11
$1.6M 2.19%
28,830
12
$1.59M 2.17%
4,175
+2,000
13
$1.56M 2.14%
39,400
+21,940
14
$1.55M 2.12%
+15,300
15
$1.5M 2.05%
7,140
+690
16
$1.45M 1.98%
65,441
-30,095
17
$1.41M 1.93%
19,350
-6,000
18
$1.31M 1.79%
23,160
19
$1.26M 1.72%
30,591
20
$1.23M 1.69%
69,780
-200
21
$1.23M 1.68%
17,160
-9,707
22
$1.21M 1.66%
26,007
-11,743
23
$1.2M 1.65%
6,688
+3,517
24
$1.19M 1.63%
+9,000
25
$1.13M 1.55%
33,259
-18,400
1
2 3