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
$3.64B
AUM Growth
-$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$73.8M
2 +$34M
3 +$33.5M
4
SWN
Southwestern Energy Company
SWN
+$21.8M
5
WMT icon
Walmart
WMT
+$5.31M

Top Sells

1 +$82.8M
2 +$71.5M
3 +$55.7M
4
TAP icon
Molson Coors Class B
TAP
+$41.9M
5
COP icon
ConocoPhillips
COP
+$31.1M

Sector Composition

1 Financials 26.61%
2 Consumer Staples 19.33%
3 Healthcare 15.88%
4 Energy 11.89%
5 Technology 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,938