JIR
James Investment Research Portfolio holdings
AUM
$841M
This Quarter Return
+6.03%
1 Year Return
+20%
3 Year Return
+82.53%
5 Year Return
+149.94%
10 Year Return
+348.62%
AUM
$3.14B
AUM Growth
+$3.14B
(+0.59%)
Cap. Flow
-$92.9M
Cap. Flow
% of AUM
-2.95%
Top 10 Holdings %
Top 10 Hldgs %
20.86%
Holding
551
New
44
Increased
105
Reduced
143
Closed
44
Top Buys
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
$24.9M |
| 2 |
Hanesbrands
HBI
|
$11.6M |
| 3 |
Southwest Airlines
LUV
|
$11.4M |
| 4 |
FINL
Finish Line
FINL
|
$10.6M |
| 5 |
MRH
MONTPELIER RE HOLDINGS LTD
MRH
|
$8.62M |
Top Sells
Sector Composition
| 1 | Industrials | 16.34% |
| 2 | Financials | 10.37% |
| 3 | Consumer Discretionary | 10.01% |
| 4 | Technology | 7.76% |
| 5 | Energy | 7.07% |