JP

JNE Partners Portfolio holdings

AUM $249M
1-Year Est. Return 71.13%
This Quarter Est. Return
1 Year Est. Return
+71.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.1M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$9.1M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 93.71%
2 Materials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$52M 60.37%
1,012,500
+177,200
2
$28.7M 33.34%
721,141
3
$5.36M 6.23%
1,307,396
4
$51.7K 0.06%
333,333