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
$89M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$4.18M
3
+$2.77M
4
NOW icon
ServiceNow
NOW
+$2.63M
5
CMG icon
Chipotle Mexican Grill
CMG
+$2.51M

Top Sells

1
+$14.3M
2
+$13.4M
3
+$13.1M
4
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$8.24M
5
SLB icon
SLB Ltd
SLB
+$6.81M

Sector Composition

1 Consumer Discretionary 17.33%
2 Technology 15.64%
3 Industrials 10.97%
4 Energy 9.64%
5 Healthcare 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.86M 7.71%
+102,500
2
$6.7M 7.52%
399,950
+149,950
3
$5.74M 6.44%
20,320
+9,312
4
$5.25M 5.9%
30,000
-30,000
5
$4.31M 4.84%
3,750
-1,250
6
$4.18M 4.7%
+150,000
7
$3.84M 4.32%
653,200
+405,360
8
$3.26M 3.66%
166,760
+1,531
9
$2.77M 3.11%
+31,418
10
$2.75M 3.09%
150,000
-450,000
11
$2.46M 2.76%
8,293
+5,293
12
$1.75M 1.96%
10,464
+41
13
$1.56M 1.76%
44,378
+4,398
14
$1.52M 1.7%
20,000
-35,000
15
$1.46M 1.64%
9,658
+1,215
16
$1.46M 1.64%
20,925
-188,075
17
$1.42M 1.59%
11,772
-118,428
18
$1.4M 1.57%
10,052
+996
19
$1.36M 1.52%
22,213
+2,201
20
$1.28M 1.44%
13,807
+1,742
21
$1.27M 1.43%
21,596
+2,140
22
$1.24M 1.4%
+22,081
23
$1.22M 1.37%
33,903
+3,360
24
$1.22M 1.37%
16,399
+675
25
$1.19M 1.34%
38,799
+3,845
1
2 3