JMH
J.M. Hartwell Portfolio holdings
AUM
$560M
This Quarter Return
+9.36%
1 Year Return
+7.81%
3 Year Return
+73.28%
5 Year Return
+120.37%
10 Year Return
–
AUM
$445M
AUM Growth
+$445M
(+7.9%)
Cap. Flow
-$20M
Cap. Flow
% of AUM
-4.5%
Top 10 Holdings %
Top 10 Hldgs %
63.57%
Holding
109
New
15
Increased
8
Reduced
22
Closed
12
Top Buys
| 1 |
EPAM Systems
EPAM
|
$6.63M |
| 2 |
LXFT
Luxoft Holding, Inc.
LXFT
|
$2.88M |
| 3 |
HDS
HD Supply Holdings, Inc.
HDS
|
$1.88M |
| 4 |
Fortinet
FTNT
|
$1.24M |
| 5 |
Geospace Technologies
GEOS
|
$887K |
Top Sells
| 1 |
Herc Holdings
HRI
|
$9.18M |
| 2 |
Avis
CAR
|
$8.13M |
| 3 |
Affiliated Managers Group
AMG
|
$5.61M |
| 4 |
ESRX
Express Scripts Holding Company
ESRX
|
$5.33M |
| 5 |
Oracle
ORCL
|
$3.3M |
Sector Composition
| 1 | Communication Services | 26.56% |
| 2 | Technology | 18.76% |
| 3 | Consumer Discretionary | 14.95% |
| 4 | Financials | 10.78% |
| 5 | Energy | 5.65% |
