JIP

JBJ Investment Partners Portfolio holdings

AUM $485M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.72%
2 Financials 1.35%
3 Industrials 0.76%
4 Healthcare 0.7%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$4K ﹤0.01%
+400
202
$3K ﹤0.01%
+46
203
$3K ﹤0.01%
+20
204
0
205
$2K ﹤0.01%
+47
206
$2K ﹤0.01%
+22
207
$2K ﹤0.01%
+28
208
$1K ﹤0.01%
+35
209
$0 ﹤0.01%
+2
210
$0 ﹤0.01%
+1
211
0