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
$783M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$253M
2 +$132M
3 +$119M
4
HAL icon
Halliburton
HAL
+$103M
5
OVV icon
Ovintiv
OVV
+$94.2M

Top Sells

No sells this quarter

Sector Composition

1 Energy 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$253M 32.26%
+14,591,496
2
$132M 16.84%
+19,763,957
3
$119M 15.15%
+2,450,791
4
$103M 13.22%
+5,475,243
5
$94.2M 12.04%
+6,562,394
6
$43.3M 5.53%
+6,186,773
7
$38.8M 4.96%
+7,380,083