HELLMAN JORDAN MANAGEMENT CO INC /MA/

data from 31/12/2022

Capitalization

$ 58.896 M 2.16 %

Average holding period

5 ans

Performance

$ 238.342 M 94 872.47 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in HELLMAN JORDAN MANAGEMENT CO INC /MA/

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2022/12/31 JEPI JPMORGAN EQUITY PREMIUM INCO 9.16% 5.392 M $ 98945 2022/12/31 0.000 $ 0.00 %
2022/12/31 IJR ISHARES CORE S&P SMALL-CAP E 6.80% 4.004 M $ 42305 2022/12/31 0.000 $ 0.00 %
2022/12/31 IBB ISHARES NASDAQ BIO TECH 6.06% 3.571 M $ 27197 2021/12/31 237.390 K $ 12.25 %
2022/12/31 TLT I SHARES 20 YEAR TREASURY BOND 4.75% 2.796 M $ 28084 2022/06/30 -77.677 K $ -2.82 %
2022/12/31 EWZ I-SHARES MSCI BRAZIL (FREE) IN 4.41% 2.599 M $ 92931 2022/12/31 0.000 $ 0.00 %
2022/12/31 UNH UNITEDHEALTH GROUP 4.29% 2.527 M $ 4767 2019/12/31 96.160 K $ 4.98 %
2022/12/31 GLD SPDR GOLD SHARES 4.03% 2.373 M $ 13989 2022/09/30 311.660 K $ 9.68 %
2022/12/31 GOOGL ALPHABET INC 3.85% 2.270 M $ 25727 2021/03/31 -156.057 K $ -7.76 %
2022/12/31 PANW PALO ALTO NETWORKS INC 3.73% 2.194 M $ 15726 2021/03/31 -324.380 K $ -14.81 %
2022/12/31 GTLS CHART INDUSTRIES INC 3.49% 2.053 M $ 17820 2021/03/31 -1.154 M $ -37.49 %
2022/12/31 EOG EOG RESOURCES 3.28% 1.933 M $ 14924 2022/09/30 119.442 K $ 15.93 %
2022/12/31 ACM AECOM TECHNOLOGY CORP 2.87% 1.689 M $ 19890 2021/03/31 547.043 K $ 24.22 %
2022/12/31 BKR BAKER HUGHES CO 2.86% 1.686 M $ 57082 2022/09/30 604.433 K $ 40.90 %
2022/12/31 FANG DIAMONDBACK ENERGY INC 2.76% 1.623 M $ 11868 2022/06/30 211.295 K $ 13.54 %
2022/12/31 SPLK SPLUNK INC 2.75% 1.617 M $ 18780 2022/03/31 82.252 K $ 14.48 %
2022/12/31 VRTX VERTEX PHARMACEUTICALS INC. 2.62% 1.545 M $ 5349 2020/03/31 -3.527 K $ -0.26 %
2022/12/31 HUM HUMANA INC 2.33% 1.372 M $ 2679 2021/03/31 68.958 K $ 5.57 %
2022/12/31 SPLG SPDR PORTFOLIO S&P 500 ETF 2.25% 1.328 M $ 29516 2022/09/30 403.901 K $ 7.12 %
2022/12/31 ZIMV ZIMVIE INC 1.98% 1.165 M $ 124734 2022/06/30 -20.603 K $ -5.37 %
2022/12/31 AMD ADVANCED MICRO DEVICES 1.95% 1.151 M $ 17765 2021/03/31 10.879 K $ 2.22 %
2022/12/31 EXPE EXPEDIA INC 1.94% 1.142 M $ 13032 2021/06/30 -52.173 K $ -6.50 %
2022/12/31 MRNA MODERNA INC 1.85% 1.091 M $ 6073 2022/09/30 341.033 K $ 51.91 %
2022/12/31 RNG RINGCENTRAL INC-CLASS A 1.85% 1.090 M $ 30795 2019/09/30 -38.659 K $ -11.40 %
2022/12/31 META META PLATFORMS INC-CLASS A 1.79% 1.057 M $ 8785 2021/03/31 -72.466 K $ -11.31 %
2022/12/31 CRM SALESFORCE.COM 1.79% 1.056 M $ 7968 2021/03/31 -91.361 K $ -7.82 %
2022/12/31 VC VISTEON 1.58% 930.000 K $ 7111 2021/12/31 314.925 K $ 23.36 %
2022/12/31 HRI HERC HOLDINGS INC 1.41% 829.000 K $ 6304 2021/12/31 330.535 K $ 26.66 %
2022/12/31 BKNG BOOKING HOLDINGS INC 1.26% 740.000 K $ 367 2021/03/31 136.549 K $ 22.65 %
2022/12/31 SLB SCHLUMBERGER LIMITED 1.21% 714.000 K $ 13362 2022/09/30 713.181 K $ 48.92 %
2022/12/31 GM GENERAL MOTORS 1.21% 713.000 K $ 21201 2020/12/31 87.581 K $ 4.83 %
2022/12/31 NVDA NVIDIA CORPORATION 1.15% 679.000 K $ 4645 2018/12/31 164.872 K $ 20.35 %
2022/12/31 MRVL MARVEL TECHNOLOGY 1.11% 655.000 K $ 17697 2022/03/31 -121.966 K $ -13.67 %
2022/12/31 WFC WELLS FARGO 1.10% 650.000 K $ 15733 2022/12/31 0.000 $ 0.00 %
2022/12/31 QCOM QUALCOMM INC 1.06% 625.000 K $ 5689 2021/03/31 -16.409 K $ -2.69 %
2022/12/31 AVID AVID TECHNOLOGY 0.95% 557.000 K $ 20941 2021/12/31 69.733 K $ 14.32 %
2022/12/31 LQD ISHARES IBOXX INVESTMENT GRA 0.50% 295.000 K $ 2800 2022/12/31 0.000 $ 0.00 %
2022/12/31 IOSP INNOSPEC 0.45% 267.000 K $ 2592 2021/12/31 60.027 K $ 20.08 %
2022/12/31 VBR VANGUARD SMALL-CAP VALUE ETF 0.43% 254.000 K $ 1600 2020/12/31 21.560 K $ 10.73 %
2022/12/31 VTV VANGUARD VALUE ETF 0.42% 246.000 K $ 1750 2022/12/31 0.000 $ 0.00 %
2022/12/31 BE BLOOM ENERGY CORP- A 0.41% 244.000 K $ 12759 2021/12/31 -12.254 K $ -4.35 %
2022/12/31 MGTA MAGENTA THERAPEUTICS INC 0.30% 174.000 K $ 441125 2022/06/30 -184.693 K $ -71.87 %
2022/12/31 SPY S&P DEPOSIT RECEIPT 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2022/12/31 WOLF WOLFSPEED INC 0.00% 0.000 $ 0 2021/12/31 0.000 $ 0.00 %
2022/12/31 XLF FINANCIAL SELECT SECTOR SPDR 0.00% 0.000 $ 0 2022/09/30 0.000 $ 0.00 %
2022/12/31 CRK COMSTOCK RESOURCES 0.00% 0.000 $ 0 2022/09/30 0.000 $ 0.00 %
2022/12/31 SNAP SNAP INC - A 0.00% 0.000 $ 0 2022/09/30 0.000 $ 0.00 %
2022/12/31 IVW ISHARES S&P 500 GROWTH ETF 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2022/12/31 GE GENERAL ELEC CO 0.00% 0.000 $ 0 2021/12/31 0.000 $ 0.00 %
2022/12/31 ALB ALBEMARLE CORP 0.00% 0.000 $ 0 2021/12/31 0.000 $ 0.00 %
2022/12/31 HL HECLA MINING COMPANY 0.00% 0.000 $ 0 2021/12/31 0.000 $ 0.00 %
2022/12/31 URI UNITED RENTALS INC 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %