JIM
JCP Investment Management Portfolio holdings
AUM
$173M
This Quarter Return
+2.37%
1 Year Return
+26.43%
3 Year Return
+81.14%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+2.9%)
Cap. Flow
+$2.94M
Cap. Flow
% of AUM
2.09%
Top 10 Holdings %
Top 10 Hldgs %
94.09%
Holding
28
New
6
Increased
2
Reduced
3
Closed
11
Top Buys
| 1 |
Kirby Corp
KEX
|
$21.2M |
| 2 |
PSTH
Pershing Square Tontine Holdings, Ltd.
PSTH
|
$18.2M |
| 3 |
United Natural Foods
UNFI
|
$10.1M |
| 4 |
RPT
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
|
$3.1M |
| 5 |
LHC
Leo Holdings Corp. II
LHC
|
$2.35M |
Top Sells
Sector Composition
| 1 | Financials | 33.57% |
| 2 | Industrials | 15.06% |
| 3 | Consumer Discretionary | 13.4% |
| 4 | Utilities | 11.94% |
| 5 | Consumer Staples | 11.03% |