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
$12.1B
AUM Growth
+$781M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$36.4M
3
+$3.68M
4
MSFT icon
Microsoft
MSFT
+$3.68M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.46M

Top Sells

1
+$156M
2
+$126M
3
+$87.9M
4
NKE icon
Nike
NKE
+$82.6M
5
OMC icon
Omnicom Group
OMC
+$67.5M

Sector Composition

1 Technology 31.27%
2 Healthcare 24.01%
3 Consumer Discretionary 12.68%
4 Consumer Staples 12.03%
5 Industrials 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$349K ﹤0.01%
2,916
-1,285
77
– –
-5,090
78
– –
-8,760
1 2 3
4