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
$165M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$32.3M
2 +$11.6M

Sector Composition

1 Communication Services 100%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$165M 100%
9,571,086
-1,878,130
2
-1,740,340