HJ

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 %
Countries:
Top Holdings: JEPI(9.16%)IJR(6.80%)IBB(6.06%)TLT(4.75%)EWZ(4.41%)
Portfolio Report
Summary Stock Picks Current Portfolio
HELLMAN JORDAN MANAGEMENT CO I... Top Holdings of 2022-12-31 View Full List
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 View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JEPI 		JPMorgan Equity Premium Income ETF2022-12-31New 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 ETF2022-12-31Reduce
-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 ETF2022-12-31New 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 ETF2022-12-31Sold Out
-4.92%
●
56.6 ($59.94) 63.42
$98.45
64.25%
Sold Out
0
-48,541
XLF 		Financial Select Sector SPDR2022-12-31Sold Out
-4.91%
●
30.1 ($33.64) 36.08
$46.92
39.48%
Sold Out
0
-92,341
EWZ 		iShares MSCI Brazil ETF2022-12-31New Buy
+4.41%
●
26.21 ($28.82) 31.72
$28.21
-2.12%
New holding
92,931
92,931
IBB 		iShares Biotechnology ETF2022-12-31Add
+2.37%
●
117.49 ($129.16) 138.33
$142.42
10.27%
Add 64.17%
27,197
10,631
GM 		General Motors Co2022-12-31Reduce
-1.99%
●
32.09 ($36.96) 41.12
$51.54
39.45%
Reduce -62.48%
21,201
-35,303
CRK 		Comstock Resources Inc2022-12-31Sold Out
-1.94%
●
13.43 ($17.07) 20.28
$11.95
-29.99%
Sold Out
0
-64,124
GLD 		SPDR Gold Shares ETF2022-12-31Reduce
-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)

To

HELLMAN JORDAN MANAGEMENT CO INC /MA/'s Asset Allocation

To

HELLMAN JORDAN MANAGEMENT CO INC /MA/ Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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 %

HELLMAN JORDAN MANAGEMENT CO INC /MA/'s Holdings Heat Map

Size field:

HELLMAN JORDAN MANAGEMENT CO INC /MA/'s Holdings Bubble Chart

HELLMAN JORDAN MANAGEMENT CO INC /MA/ News

  • 1

Discussions on HELLMAN JORDAN MANAGEMENT CO INC /MA/

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.