JMH
J.M. Hartwell Portfolio holdings
AUM
$560M
This Quarter Return
+0.71%
1 Year Return
+7.81%
3 Year Return
+73.28%
5 Year Return
+120.37%
10 Year Return
–
AUM
$404M
AUM Growth
+$404M
(-3.3%)
Cap. Flow
+$703K
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
65.75%
Holding
90
New
11
Increased
15
Reduced
41
Closed
6
Top Buys
| 1 |
APC
Anadarko Petroleum
APC
|
$6.85M |
| 2 |
Bread Financial
BFH
|
$2.37M |
| 3 |
APA Corp
APA
|
$2.35M |
| 4 |
UnitedHealth
UNH
|
$2.17M |
| 5 |
Applied Materials
AMAT
|
$1.12M |
Top Sells
| 1 |
Booking.com
BKNG
|
$5.58M |
| 2 |
Lowe's Companies
LOW
|
$5.3M |
| 3 |
Amazon
AMZN
|
$2.39M |
| 4 |
Thermo Fisher Scientific
TMO
|
$898K |
| 5 |
ORAN
Orange
ORAN
|
$478K |
Sector Composition
| 1 | Communication Services | 27.9% |
| 2 | Technology | 25.9% |
| 3 | Consumer Discretionary | 14.7% |
| 4 | Financials | 10.64% |
| 5 | Healthcare | 3.54% |