JMH

J.M. Hartwell Portfolio holdings

AUM $560M
1-Year Est. Return 7.81%
This Quarter Est. Return
1 Year Est. Return
+7.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1 +$73.7M
2 +$24.2M
3 +$23.7M
4
SDRL
Seadrill Limited Common Stock
SDRL
+$20.4M
5
IBM icon
IBM
IBM
+$19.7M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 24.57%
2 Technology 17.79%
3 Consumer Discretionary 13.7%
4 Financials 11.77%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$249K 0.06%
+12,000
77
$245K 0.06%
+9,644
78
$208K 0.05%
+2,400