JIR
James Investment Research Portfolio holdings
AUM
$916M
1-Year Est. Return
26.1%
This Fund
S&P 500
1 Year Est. Return
+26.1%
AUM
$4.24B
AUM Growth
+$575M
(+16%)
Holding
552
Top Buys
| 1 | +$24.4M | |
| 2 | +$21.2M | |
| 3 | +$20.1M | |
| 4 |
AET
Aetna Inc
AET
|
+$19M |
| 5 |
Delta Air Lines
DAL
|
+$18.4M |
Top Sells
| 1 | +$95.8M | |
| 2 | +$67.2M | |
| 3 | +$46.9M | |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$45.4M |
| 5 |
PL
PROTECTIVE LIFE CORP
PL
|
+$32.1M |
Sector Composition
| 1 | Consumer Discretionary | 16.28% |
| 2 | Industrials | 16% |
| 3 | Financials | 10.08% |
| 4 | Technology | 9.29% |
| 5 | Healthcare | 7.83% |