JHC

JFB Holdings Corp Portfolio holdings

AUM $3.13B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.76B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$107M
2 +$97.1M
3 +$83M
4
SWN
Southwestern Energy Company
SWN
+$62.7M
5
STI
SunTrust Banks, Inc.
STI
+$7.41M

Top Sells

1 +$82.4M
2 +$52.5M
3 +$49.6M
4
MDT icon
Medtronic
MDT
+$22.5M
5
MSFT icon
Microsoft
MSFT
+$20.8M

Sector Composition

1 Financials 24.43%
2 Consumer Staples 23.94%
3 Healthcare 15.37%
4 Energy 12.09%
5 Consumer Discretionary 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,750
52
-303