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
+4.04%
+7.77%
35609.250
 
IJR 		iShares Core S&P Small-Cap ETF
42,305
4004.000
New Holding
6.800
+6.80%
0.010
+10.18%
+8.06%
86200.571
 
IBB 		iShares Biotechnology ETF
27,197
3571.000
+64.17%
6.060
+2.37%
0.040
+3.66%
+6.79%
7602.119
 
TLT 		iShares 20+ Year Treasury Bond ETF
28,084
2796.000
+4.49%
4.750
+0.20%
0.010
+4.57%
-0.23%
61929.644
 
EWZ 		iShares MSCI Brazil ETF
92,931
2599.000
New Holding
4.410
+4.41%
0.060
+6.11%
-15.05%
4043.715
 
UNH 		UnitedHealth Group Inc
4,767
2527.000
+24.63%
4.290
+0.85%
0.000
+17.81%
+10.54%
531140.886
Healthcare Plans
GLD 		SPDR Gold Shares ETF
13,989
2373.000
-32.81%
4.030
-1.85%
0.000
+14.12%
+28.72%
74927.237
 
GOOGL 		Alphabet Inc
25,727
2270.000
+22.32%
3.850
+0.70%
0.000
-9.31%
+16.49%
2005587.250
Interactive Media
PANW 		Palo Alto Networks Inc
15,726
2194.000
+17.61%
3.730
+0.56%
0.010
+8.50%
+16.52%
111872.904
Software
GTLS 		Chart Industries Inc
17,820
2053.000
+6.69%
3.490
+0.22%
0.040
-16.03%
-8.66%
5330.200
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
$59.25
10.27%
New holding
98,945
98,945
SPLG 		SPDR Portfolio S&P 500 ETF2022-12-31Reduce
-7.77%
●
41.74 ($45.02) 47.68
$67.19
49.24%
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
$116.97
22.37%
New holding
42,305
42,305
IVW 		iShares S&P 500 Growth ETF2022-12-31Sold Out
-4.92%
●
56.6 ($59.94) 63.42
$95.53
59.38%
Sold Out
0
-48,541
XLF 		Financial Select Sector SPDR2022-12-31Sold Out
-4.91%
●
30.1 ($33.64) 36.08
$45.06
33.95%
Sold Out
0
-92,341
EWZ 		iShares MSCI Brazil ETF2022-12-31New Buy
+4.41%
●
26.21 ($28.82) 31.72
$29.70
3.05%
New holding
92,931
92,931
IBB 		iShares Biotechnology ETF2022-12-31Add
+2.37%
●
117.49 ($129.16) 138.33
$145.08
12.33%
Add 64.17%
27,197
10,631
GM 		General Motors Co2022-12-31Reduce
-1.99%
●
32.09 ($36.96) 41.12
$48.07
30.06%
Reduce -62.48%
21,201
-35,303
CRK 		Comstock Resources Inc2022-12-31Sold Out
-1.94%
●
13.43 ($17.07) 20.28
$11.11
-34.92%
Sold Out
0
-64,124
GLD 		SPDR Gold Shares ETF2022-12-31Reduce
-1.85%
●
151.45 ($161.08) 169.64
$246.07
52.76%
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

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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 %

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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