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
$414M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$6.57M
3 +$2.46M
4
KMB icon
Kimberly-Clark
KMB
+$1.45M
5
LOW icon
Lowe's Companies
LOW
+$842K

Top Sells

1 +$9.55M
2 +$8.13M
3 +$1.43M
4
TM icon
Toyota
TM
+$781K
5
FDC
FIRST DATA CORP
FDC
+$748K

Sector Composition

1 Communication Services 30.47%
2 Technology 25.71%
3 Consumer Discretionary 14.13%
4 Financials 10.08%
5 Healthcare 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,500