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
$13.2B
AUM Growth
+$734M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$916M
2 +$167M
3 +$58.6M
4
GNTX icon
Gentex
GNTX
+$3.26M
5
VRSK icon
Verisk Analytics
VRSK
+$1.77M

Top Sells

1 +$798M
2 +$210M
3 +$64.7M
4
UNH icon
UnitedHealth
UNH
+$35M
5
ACN icon
Accenture
ACN
+$24.9M

Sector Composition

1 Technology 31.33%
2 Healthcare 23.07%
3 Industrials 12.97%
4 Consumer Discretionary 11.88%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$310K ﹤0.01%
2,056
77
-7,740,200
78
-14,290