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
$532M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1 +$5.27M
2 +$4.77M
3 +$4.4M
4
AAPL icon
Apple
AAPL
+$3.22M
5
WP
Worldpay, Inc.
WP
+$2.83M

Top Sells

1 +$12.8M
2 +$6.49M
3 +$4.33M
4
AGN
Allergan plc
AGN
+$1.59M
5
VRTU
Virtusa Corporation
VRTU
+$1.47M

Sector Composition

1 Communication Services 31.35%
2 Technology 28.41%
3 Consumer Discretionary 17.55%
4 Financials 9.44%
5 Healthcare 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-14,000