JHCP

Jackson Hole Capital Partners Portfolio holdings

AUM $545M
1-Year Est. Return 17.6%
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1 +$925K
2 +$654K
3 +$517K
4
MPC icon
Marathon Petroleum
MPC
+$320K
5
EOG icon
EOG Resources
EOG
+$303K

Top Sells

1 +$1.91M
2 +$1.62M
3 +$1.14M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
AAPL icon
Apple
AAPL
+$1.01M

Sector Composition

1 Energy 23.83%
2 Technology 14.18%
3 Healthcare 7.03%
4 Communication Services 6.69%
5 Financials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-2,456
302
-8,040
303
-900
304
-2,247