JIM
JB Investments Management Portfolio holdings
AUM
$763M
This Quarter Return
-16.84%
1 Year Return
+110.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$228M
AUM Growth
+$228M
(+0.22%)
Cap. Flow
+$48.1M
Cap. Flow
% of AUM
21.04%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
1
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Peabody Energy
BTU
|
$37.9M |
| 2 |
Teck Resources
TECK
|
$10.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Materials | 83.39% |
| 2 | Energy | 16.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Teck Resources
TECK
$16.7B
| $190M | 65.88% |
10,991,514
+584,402
| +6% | +$10.1M |
|
|
2
Peabody Energy
BTU
$2.12B
| $37.9M | 13.12% |
+1,552,368
| New | +$37.9M |
|