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
$481M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1 +$4.1M
2 +$3M
3 +$1.67M
4
ADBE icon
Adobe
ADBE
+$963K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$515K

Top Sells

1 +$4.36M
2 +$1.93M
3 +$1.86M
4
META icon
Meta Platforms (Facebook)
META
+$991K
5
APC
Anadarko Petroleum
APC
+$984K

Sector Composition

1 Communication Services 30.1%
2 Technology 26.52%
3 Consumer Discretionary 17.09%
4 Financials 9%
5 Healthcare 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,200