JIM
JCP Investment Management Portfolio holdings
AUM
$173M
This Quarter Return
+1.95%
1 Year Return
+26.43%
3 Year Return
+81.14%
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
81.58%
Holding
22
New
22
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Hilton Grand Vacations
HGV
|
$17.3M |
| 2 |
AES
AES
|
$16.1M |
| 3 |
Westwood Holdings Group
WHG
|
$14.6M |
| 4 |
Wendy's
WEN
|
$13.7M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$11.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 32.84% |
| 2 | Consumer Discretionary | 22.72% |
| 3 | Utilities | 11.74% |
| 4 | Consumer Staples | 4.16% |
| 5 | Industrials | 1.14% |
