JMH

J.M. Hartwell Portfolio holdings

AUM $560M
1-Year Est. Return 7.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.14%
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 +$11.7M
2 +$9.55M
3 +$5.74M
4
CPAY icon
Corpay
CPAY
+$3.53M
5
VRTU
Virtusa Corporation
VRTU
+$3.23M

Top Sells

1 +$16.3M
2 +$13.4M
3 +$10.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.88M
5
LOW icon
Lowe's Companies
LOW
+$3.88M

Sector Composition

1 Technology 25.9%
2 Consumer Discretionary 13.53%
3 Financials 12.6%
4 Communication Services 9.48%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-30,545