JCP

JB Capital Partners Portfolio holdings

AUM $591M
1-Year Est. Return 27.31%
This Quarter Est. Return
1 Year Est. Return
+27.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.25M
3
+$839K
4
LCUT icon
Lifetime Brands
LCUT
+$523K
5
LMB icon
Limbach Holdings
LMB
+$346K

Top Sells

1
+$2.74M
2
+$2.01M
3
+$1.21M

Sector Composition

1 Industrials 37.33%
2 Consumer Discretionary 13.39%
3 Healthcare 12.63%
4 Energy 11.51%
5 Materials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 0.63%
306,200
27
$2.65M 0.63%
127,001
28
$2.48M 0.59%
487,641
29
$2.42M 0.57%
17,872
30
$2.17M 0.51%
71,007
31
$2.07M 0.49%
242,894
32
$2.03M 0.48%
41,775
33
$1.98M 0.47%
141,360
34
$1.93M 0.46%
37,504
35
$1.8M 0.43%
41,845
36
$1.7M 0.4%
25,000
37
$1.47M 0.35%
160,000
38
$1.42M 0.34%
10,104
39
$1.37M 0.33%
202,243
40
$1.35M 0.32%
23,111
41
$1.3M 0.31%
191,100
42
$1.25M 0.3%
1,500
43
$1.1M 0.26%
25,000
44
$1.03M 0.25%
132,500
45
$929K 0.22%
76,899
46
$864K 0.2%
164,850
+25,000
47
$856K 0.2%
33,847
48
$831K 0.2%
65,000
49
$815K 0.19%
20,418
50
$761K 0.18%
87,300
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