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
$144M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$9.13M
3
+$8.25M
4
CRM icon
Salesforce
CRM
+$7.93M
5
AMZN icon
Amazon
AMZN
+$7.12M

Top Sells

1
+$8.77M
2
+$7.08M
3
+$3.73M
4
GWPH
GW Pharmaceuticals Plc American Depositary Shares
GWPH
+$3.41M
5
AAPL icon
Apple
AAPL
+$3.15M

Sector Composition

1 Consumer Discretionary 21.12%
2 Industrials 15.06%
3 Healthcare 11.34%
4 Technology 10.09%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.4M 10.72%
134,594
+82,923
2
$14.5M 10.08%
600,000
+280,000
3
$14.2M 9.93%
160,000
+80,000
4
$9.13M 6.36%
+50,021
5
$8.25M 5.75%
+140,180
6
$7.98M 5.56%
30,000
-5,000
7
$7.93M 5.53%
+50,089
8
$6.19M 4.31%
100,000
9
$5.3M 3.7%
+178,266
10
$5.13M 3.58%
+100,000
11
$5.09M 3.55%
+4,250
12
$3.51M 2.45%
156,683
+17,188
13
$3.28M 2.28%
+50,000
14
$2.85M 1.99%
+140,204
15
$2.54M 1.77%
+25,040
16
$2.17M 1.51%
+5,000
17
$2.06M 1.44%
+225,000
18
$1.81M 1.26%
+16,624
19
$1.62M 1.13%
36,992
-1,980
20
$1.46M 1.02%
17,219
+1,699
21
$1.41M 0.99%
27,382
+3,200
22
$1.4M 0.98%
44,204
+1,500
23
$1.2M 0.84%
11,856
-398
24
$1.13M 0.79%
30,543
+18
25
$1.1M 0.77%
39,980
-9,976
1
2 3