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
$438M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1 +$8.54M
2 +$4.62M
3 +$3.53M
4
AGN
Allergan plc
AGN
+$2.61M
5
HD icon
Home Depot
HD
+$2.35M

Top Sells

1 +$13.6M
2 +$5.68M
3 +$5.47M
4
DIS icon
Walt Disney
DIS
+$4.52M
5
CHKP icon
Check Point Software Technologies
CHKP
+$3.47M

Sector Composition

1 Technology 28.27%
2 Communication Services 27.25%
3 Consumer Discretionary 12.97%
4 Financials 12.17%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-55,500