JIM

JB Investments Management Portfolio holdings

AUM $763M
1-Year Est. Return 110.58%
This Quarter Est. Return
1 Year Est. Return
+110.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$7.75M

Top Sells

1 +$10.4M

Sector Composition

1 Materials 80.75%
2 Energy 16.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$221M 79.94%
10,497,182
-494,332
2
$45M 16.26%
1,552,368
3
$7.75M 2.8%
+173,740