HJ
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HELLMAN JORDAN MANAGEMENT CO INC /MA/13F | |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | |
Last update 2023-01-20 | 41 Stocks (6 new) |
Value $59.00 Mil | Turnover 37 % |
Portfolio Report |
HELLMAN JORDAN MANAGEMENT CO I... Top Holdings of 2022-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
JEPI | JPMorgan Equity Premium Income ETF | 98,945 | 5392.000 | New Holding | 9.160 | +9.16% | 0.030 | +3.89% | +7.75% | 35967.566 | ||
IJR | iShares Core S&P Small-Cap ETF | 42,305 | 4004.000 | New Holding | 6.800 | +6.80% | 0.010 | -1.13% | +6.85% | 85822.206 | ||
IBB | iShares Biotechnology ETF | 27,197 | 3571.000 | +64.17% | 6.060 | +2.37% | 0.040 | -3.71% | +4.84% | 7163.476 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 28,084 | 2796.000 | +4.49% | 4.750 | +0.20% | 0.010 | -1.56% | -6.93% | 59085.550 | ||
EWZ | iShares MSCI Brazil ETF | 92,931 | 2599.000 | New Holding | 4.410 | +4.41% | 0.060 | +1.62% | -19.31% | 3841.351 | ||
UNH | UnitedHealth Group Inc | 4,767 | 2527.000 | +24.63% | 4.290 | +0.85% | 0.000 | -0.46% | +8.03% | 519081.045 | Healthcare Plans | |
GLD | SPDR Gold Shares ETF | 13,989 | 2373.000 | -32.81% | 4.030 | -1.85% | 0.000 | +16.24% | +33.96% | 79285.695 | ||
GOOGL | Alphabet Inc | 25,727 | 2270.000 | +22.32% | 3.850 | +0.70% | 0.000 | +0.22% | +21.77% | 2089065.820 | Interactive Media | |
PANW | Palo Alto Networks Inc | 15,726 | 2194.000 | +17.61% | 3.730 | +0.56% | 0.010 | +13.44% | +23.90% | 118961.216 | Software | |
GTLS | Chart Industries Inc | 17,820 | 2053.000 | +6.69% | 3.490 | +0.22% | 0.040 | -22.01% | -9.46% | 5283.541 | Industrial Products |
HELLMAN JORDAN MANAGEMENT CO INC /MA/'s Historical Top Holdings Breakdowns
HELLMAN JORDAN MANAGEMENT CO INC /MA/'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
JEPI | JPMorgan Equity Premium Income ETF | 2022-12-31 | New Buy | +9.16% | 49.77 ($53.73) 56.33 | $59.24 | 10.25% | New holding | 98,945 | 98,945 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2022-12-31 | Reduce | -7.77% | 41.74 ($45.02) 47.68 | $68.43 | 52.00% | Reduce -78.15% | 29,516 | -105,568 | |
IJR | iShares Core S&P Small-Cap ETF | 2022-12-31 | New Buy | +6.80% | 88.72 ($95.59) 101.7 | $115.67 | 21.01% | New holding | 42,305 | 42,305 | |
IVW | iShares S&P 500 Growth ETF | 2022-12-31 | Sold Out | -4.92% | 56.6 ($59.94) 63.42 | $98.45 | 64.25% | Sold Out | 0 | -48,541 | |
XLF | Financial Select Sector SPDR | 2022-12-31 | Sold Out | -4.91% | 30.1 ($33.64) 36.08 | $46.92 | 39.48% | Sold Out | 0 | -92,341 | |
EWZ | iShares MSCI Brazil ETF | 2022-12-31 | New Buy | +4.41% | 26.21 ($28.82) 31.72 | $28.21 | -2.12% | New holding | 92,931 | 92,931 | |
IBB | iShares Biotechnology ETF | 2022-12-31 | Add | +2.37% | 117.49 ($129.16) 138.33 | $142.42 | 10.27% | Add 64.17% | 27,197 | 10,631 | |
GM | General Motors Co | 2022-12-31 | Reduce | -1.99% | 32.09 ($36.96) 41.12 | $51.54 | 39.45% | Reduce -62.48% | 21,201 | -35,303 | |
CRK | Comstock Resources Inc | 2022-12-31 | Sold Out | -1.94% | 13.43 ($17.07) 20.28 | $11.95 | -29.99% | Sold Out | 0 | -64,124 | |
GLD | SPDR Gold Shares ETF | 2022-12-31 | Reduce | -1.85% | 151.45 ($161.08) 169.64 | $256.09 | 58.98% | Reduce -32.81% | 13,989 | -6,830 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ Total Holding History ($B)
HELLMAN JORDAN MANAGEMENT CO INC /MA/'s Asset Allocation
HELLMAN JORDAN MANAGEMENT CO INC /MA/ Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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HELLMAN JORDAN MANAGEMENT CO INC /MA/'s Hypothetical Growth since 2022-12-31
HELLMAN JORDAN MANAGEMENT CO INC /MA/'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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HELLMAN JORDAN MANAGEMENT CO INC /MA/'s Holdings Heat Map
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HELLMAN JORDAN MANAGEMENT CO INC /MA/'s Holdings Bubble Chart
HELLMAN JORDAN MANAGEMENT CO INC /MA/ News
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