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
$8.93B
AUM Growth
-$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$108M
3
+$85.3M
4
NKE icon
Nike
NKE
+$67.5M
5
EFX icon
Equifax
EFX
+$60.2M

Top Sells

1
+$149M
2
+$103M
3
+$39.8M
4
WAT icon
Waters Corp
WAT
+$34.4M
5
AAPL icon
Apple
AAPL
+$30.4M

Sector Composition

1 Technology 30.03%
2 Healthcare 24.68%
3 Industrials 15.18%
4 Consumer Staples 11.53%
5 Consumer Discretionary 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,810
77
– –
-9,520
78
– –
-2,300
79
– –
-2,300
1 2 3
4