JCM
JD Capital Management Portfolio holdings
AUM
$65.1M
This Quarter Return
+2.2%
1 Year Return
+13.86%
3 Year Return
+12.5%
5 Year Return
+53.82%
10 Year Return
–
AUM
$130M
AUM Growth
+$130M
(-29%)
Cap. Flow
-$54.2M
Cap. Flow
% of AUM
-41.81%
Top 10 Holdings %
Top 10 Hldgs %
88.82%
Holding
41
New
1
Increased
7
Reduced
2
Closed
16
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$5.57M |
| 2 |
CELG
Celgene Corp
CELG
|
$5.35M |
| 3 |
Meta Platforms (Facebook)
META
|
$5.22M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$5.07M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$5.06M |
Top Sells
| 1 |
BAC.WS.A
Bank Of America Corporation Ws A
BAC.WS.A
|
$7.52M |
| 2 |
MON
Monsanto Co
MON
|
$6.55M |
| 3 |
lululemon athletica
LULU
|
$6.22M |
| 4 |
Bank of America
BAC
|
$5.49M |
| 5 |
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% |
