JIC

JRM Investment Counsel Portfolio holdings

AUM $311M
1-Year Est. Return 17.12%
This Quarter Est. Return
1 Year Est. Return
+17.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$896K
3 +$740K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$657K
5
AAPL icon
Apple
AAPL
+$377K

Sector Composition

1 Financials 22.82%
2 Energy 15.51%
3 Real Estate 11.32%
4 Technology 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$896K 0.65%
+32,424
27
$843K 0.62%
27,601
+4,766
28
$286K 0.21%
11,684
29
$260K 0.19%
6,860
-725
30
-16,247
31
-20,081
32
-109,520