JMH

J.M. Hartwell Portfolio holdings

AUM $560M
1-Year Est. Return 7.81%
This Fund
S&P 500
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 +$24.2M
2 +$23.7M
3 +$20.4M
4
IBM icon
IBM
IBM
+$19.7M
5
CTSH icon
Cognizant
CTSH
+$16.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.79%
2 Consumer Discretionary 13.7%
3 Financials 11.77%
4 Industrials 7.16%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$245K 0.06%
+9,644
77
$208K 0.05%
+2,400