JIM

Jensen Investment Management Portfolio holdings

AUM $8.53B
1-Year Est. Return 14.65%
This Quarter Est. Return
1 Year Est. Return
+14.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.1B
AUM Growth
+$723M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$73.5M
3
+$71.6M
4
UPS icon
United Parcel Service
UPS
+$69M
5
MMM icon
3M
MMM
+$46M

Top Sells

1
+$101M
2
+$98.6M
3
+$93.2M
4
APH icon
Amphenol
APH
+$93M
5
ECL icon
Ecolab
ECL
+$88.5M

Sector Composition

1 Technology 29.88%
2 Healthcare 23.63%
3 Industrials 16.89%
4 Consumer Staples 10.38%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,860
77
– –
-6,100
78
– –
-5,770
79
– –
-32,620
1 2 3
4