JHCP

Jackson Hole Capital Partners Portfolio holdings

AUM $585M
1-Year Est. Return 18.71%
This Quarter Est. Return
1 Year Est. Return
+18.71%
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
201
$149K 0.04%
2,762
202
$127K 0.03%
1,292
203
$117K 0.03%
+13,000
204
$113K 0.03%
255
205
$106K 0.03%
710
206
$105K 0.03%
947
207
$98.5K 0.03%
4,000
208
$93.7K 0.03%
230
-51
209
$93.3K 0.03%
5,236
210
$91.9K 0.03%
1,999
211
$87.9K 0.02%
1,052
212
$67.9K 0.02%
2,010
213
$65.8K 0.02%
2,674
214
$60.1K 0.02%
725
-376
215
$55.8K 0.02%
12,076
216
$54K 0.01%
2,880
217
$48.2K 0.01%
1,000
-279
218
$46.6K 0.01%
192
219
$44.8K 0.01%
750
220
$41.3K 0.01%
31,517
+6,318
221
$39.1K 0.01%
1,650
222
$39K 0.01%
247
223
$35.6K 0.01%
215
224
$35K 0.01%
465
225
$33.7K 0.01%
164
7 8
9
10 11