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
$430M
AUM Growth
-$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$3.51M
3
+$2.05M
4
AMZN icon
Amazon
AMZN
+$1.23M
5
PANW icon
Palo Alto Networks
PANW
+$1.07M

Top Sells

1
+$18M
2
+$9.67M
3
+$3.61M
4
CPAY icon
Corpay
CPAY
+$3.08M
5
AGN
Allergan plc
AGN
+$3.03M

Sector Composition

1 Technology 27.18%
2 Communication Services 16.12%
3 Financials 12.41%
4 Consumer Discretionary 12.1%
5 Healthcare 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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