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
$468M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$10M
3 +$5.89M
4
VRTU
Virtusa Corporation
VRTU
+$3.74M
5
CPAY icon
Corpay
CPAY
+$3.51M

Top Sells

1 +$16.6M
2 +$13.5M
3 +$10.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.85M
5
LOW icon
Lowe's Companies
LOW
+$3.64M

Sector Composition

1 Communication Services 25.58%
2 Technology 25.53%
3 Consumer Discretionary 13.53%
4 Financials 12.6%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-20,785
102
-30,545