JCM

JD Capital Management Portfolio holdings

AUM $65.1M
1-Year Est. Return 13.86%
This Quarter Est. Return
1 Year Est. Return
+13.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$5.35M
3
+$5.22M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.06M

Top Sells

1
+$7.52M
2
+$6.55M
3
+$6.22M
4
BAC icon
Bank of America
BAC
+$5.49M
5
DIS icon
Walt Disney
DIS
+$5.44M

Sector Composition

1 Communication Services 25.47%
2 Materials 19.18%
3 Healthcare 16.96%
4 Financials 8.49%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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27
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28
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0
29
– –
-32,605
30
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0
31
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0
32
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0
33
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0
34
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0
35
– –
-116,843
36
– –
-481,600
1
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