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
$151M
AUM Growth
+$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$8.11M
2 +$1.98M
3 +$1.73M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.73M
5
EPD icon
Enterprise Products Partners
EPD
+$1.62M

Top Sells

1 +$3.75M
2 +$1.69M
3 +$1.2M
4
MNR
Monmouth Real Estate Investment Corp
MNR
+$1.16M
5
BX icon
Blackstone
BX
+$974K

Sector Composition

1 Financials 25.34%
2 Energy 15.59%
3 Real Estate 10.68%
4 Technology 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$245K 0.16%
+30,000
27
-5,705
28
-11,740