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
$522M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$14.4M
2 +$1.64M
3 +$1.34M
4
MT icon
ArcelorMittal
MT
+$788K
5
LCUT icon
Lifetime Brands
LCUT
+$702K

Top Sells

1 +$23.8K
2 +$1

Sector Composition

1 Industrials 39.07%
2 Healthcare 20.1%
3 Energy 10.19%
4 Financials 8.24%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$29.9K 0.01%
48,503
-1
77
$11.2K ﹤0.01%
1,500
78
-41,030