JRM

John R. Muse Portfolio holdings

AUM $57.1M
1-Year Est. Return 3.48%
This Quarter Est. Return
1 Year Est. Return
+3.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$394M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$163M
3
+$40.1M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 48.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$192M 48.6%
+11,449,216
2
$163M 41.23%
+9,982,135
3
$40.1M 10.17%
+2,972,582