JCM
JD Capital Management Portfolio holdings
AUM
$65.1M
This Quarter Return
-0.14%
1 Year Return
+13.86%
3 Year Return
+12.5%
5 Year Return
+53.82%
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+35%)
Cap. Flow
+$9.57M
Cap. Flow
% of AUM
6.56%
Top 10 Holdings %
Top 10 Hldgs %
91.24%
Holding
103
New
8
Increased
–
Reduced
2
Closed
7
Top Buys
| 1 |
IBM
IBM
|
$26.2M |
| 2 |
Coca-Cola
KO
|
$7.29M |
| 3 |
T-Mobile US
TMUS
|
$5.87M |
| 4 |
YHOO
Yahoo Inc
YHOO
|
$2.64M |
| 5 |
Walmart
WMT
|
$1.4M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$29.6M |
| 2 |
Lamar Advertising Co
LAMR
|
$3.94M |
| 3 |
Netflix
NFLX
|
$950K |
| 4 |
CMA.WS
Comerica Incorporated Ws
CMA.WS
|
$639K |
| 5 |
KMI.WS
Kinder Morgan Inc
KMI.WS
|
$520K |
Sector Composition
| 1 | Technology | 18.79% |
| 2 | Consumer Staples | 5.96% |
| 3 | Communication Services | 4.02% |
| 4 | Real Estate | 2.38% |
| 5 | Energy | 1.81% |
