JMH
J.M. Hartwell Portfolio holdings
AUM
$560M
This Quarter Return
-0.32%
1 Year Return
+7.81%
3 Year Return
+73.28%
5 Year Return
+120.37%
10 Year Return
–
AUM
$427M
AUM Growth
+$427M
(-14%)
Cap. Flow
-$42.5M
Cap. Flow
% of AUM
-9.94%
Top 10 Holdings %
Top 10 Hldgs %
61.21%
Holding
114
New
12
Increased
17
Reduced
37
Closed
19
Top Buys
| 1 |
Baidu
BIDU
|
$5.47M |
| 2 |
Corpay
CPAY
|
$4.37M |
| 3 |
HCA Healthcare
HCA
|
$1.68M |
| 4 |
Apple
AAPL
|
$1.68M |
| 5 |
The Greenbrier Companies
GBX
|
$1.6M |
Top Sells
| 1 |
eBay
EBAY
|
$15.3M |
| 2 |
CRZO
Carrizo Oil & Gas Inc
CRZO
|
$3.94M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$3.35M |
| 4 |
SDRL
Seadrill Limited Common Stock
SDRL
|
$2.98M |
| 5 |
Booking.com
BKNG
|
$2.76M |
Sector Composition
| 1 | Communication Services | 29.61% |
| 2 | Technology | 20.9% |
| 3 | Consumer Discretionary | 12.63% |
| 4 | Financials | 11.42% |
| 5 | Healthcare | 6.03% |
