JPC

Jabodon PT Co Portfolio holdings

AUM $87.7M
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$61.7M
2 +$3.8M
3 +$3.04M
4
CSX icon
CSX Corp
CSX
+$2.96M
5
BSX icon
Boston Scientific
BSX
+$2.72M

Sector Composition

1 Communication Services 4.37%
2 Healthcare 4.34%
3 Industrials 2.62%
4 Consumer Discretionary 2.51%
5 Financials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,869
52
-58,975
53
-60,534