JBA

Johnson Bixby & Associates Portfolio holdings

AUM $780M
1-Year Est. Return 10.35%
This Quarter Est. Return
1 Year Est. Return
+10.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.58%
2 Consumer Discretionary 0.68%
3 Financials 0.53%
4 Healthcare 0.51%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,187
102
-938