JMH
J.M. Hartwell Portfolio holdings
AUM
$560M
This Quarter Return
+8.91%
1 Year Return
+7.81%
3 Year Return
+73.28%
5 Year Return
+120.37%
10 Year Return
–
AUM
$553M
AUM Growth
+$553M
(+3.6%)
Cap. Flow
+$1.54M
Cap. Flow
% of AUM
0.28%
Top 10 Holdings %
Top 10 Hldgs %
69.63%
Holding
91
New
8
Increased
19
Reduced
24
Closed
10
Top Buys
| 1 |
BZUN
Baozun
BZUN
|
$6.28M |
| 2 |
Apple
AAPL
|
$5.81M |
| 3 |
Palo Alto Networks
PANW
|
$4.97M |
| 4 |
Amazon
AMZN
|
$3.41M |
| 5 |
I
INTELSAT S. A.
I
|
$1.42M |
Top Sells
| 1 |
WP
Worldpay, Inc.
WP
|
$7.67M |
| 2 |
VRTU
Virtusa Corporation
VRTU
|
$2.56M |
| 3 |
Affiliated Managers Group
AMG
|
$2.38M |
| 4 |
Booking.com
BKNG
|
$1.62M |
| 5 |
CVS Health
CVS
|
$1.24M |
Sector Composition
| 1 | Communication Services | 29.65% |
| 2 | Technology | 25.63% |
| 3 | Consumer Discretionary | 23.3% |
| 4 | Financials | 9.75% |
| 5 | Industrials | 1.91% |
