JIR
James Investment Research Portfolio holdings
AUM
$841M
1-Year Return
20%
This Quarter Return
+1.54%
1 Year Return
+20%
3 Year Return
+82.53%
5 Year Return
+149.94%
10 Year Return
+348.62%
AUM
$2.44B
AUM Growth
–
Cap. Flow
+$1.98B
Cap. Flow
% of AUM
81.24%
Top 10 Holdings %
Top 10 Hldgs %
21.29%
Holding
508
New
458
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ANDV
Andeavor
ANDV
|
$50.2M |
| 2 |
TGI
Triumph Group
TGI
|
$49.1M |
| 3 |
PPG Industries
PPG
|
$48.1M |
| 4 |
Ford
F
|
$47.8M |
| 5 |
Macy's
M
|
$46.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 13.26% |
| 2 | Consumer Discretionary | 11.22% |
| 3 | Financials | 9.75% |
| 4 | Energy | 7.59% |
| 5 | Technology | 7% |
