JPC

Jackson Park Capital Portfolio holdings

AUM $53.7M
1-Year Est. Return 6.14%
This Quarter Est. Return
1 Year Est. Return
+6.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.9M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.96M
3
+$550K
4
AXP icon
American Express
AXP
+$278K
5
KIN
Kindred Biosciences, Inc.
KIN
+$68.1K

Top Sells

1
+$4.02M
2
+$3.6M
3
+$3.36M
4
IBM icon
IBM
IBM
+$3.04M
5
LE icon
Lands' End
LE
+$2.57M

Sector Composition

1 Financials 27.62%
2 Technology 13.77%
3 Healthcare 11.95%
4 Industrials 10.97%
5 Energy 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$974K 1.01%
10,000
-10,000
27
$953K 0.98%
28,000
-52,000
28
$262K 0.27%
77,000
+20,000
29
– –
-124,000
30
– –
-135,000
31
– –
-21,966
32
– –
-95,000
33
– –
-150,000
1
2