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
$404M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$6.85M
2 +$2.37M
3 +$2.35M
4
UNH icon
UnitedHealth
UNH
+$2.17M
5
AMAT icon
Applied Materials
AMAT
+$1.12M

Top Sells

1 +$5.58M
2 +$5.3M
3 +$2.39M
4
TMO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-30,700