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
$3.87B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$91.1M
2 +$49.4M
3 +$42.4M
4
AXP icon
American Express
AXP
+$38.4M
5
DO
Diamond Offshore Drilling
DO
+$14.3M

Top Sells

1 +$67.6M
2 +$40.8M
3 +$34.7M
4
MDT icon
Medtronic
MDT
+$31.8M
5
CVS icon
CVS Health
CVS
+$14.4M

Sector Composition

1 Financials 25.01%
2 Consumer Staples 22.28%
3 Healthcare 15.85%
4 Energy 12.5%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,834,927
52
-7,399