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JCM
Junto Capital Management Portfolio holdings
AUM
$4.71B
1-Year Est. Return
27.96%
This Fund
S&P 500
This Quarter
Est. Return
-0.19%
1 Year Est. Return
+27.96%
3 Year Est. Return
+113.68%
5 Year Est. Return
+185.71%
10 Year Est. Return
+1,071.49%
AUM
$4.22B
AUM Growth
+$280M
(+7.1%)
Cap. Flow
+$332M
Cap. Flow
% of AUM
7.86%
Top 10 Holdings %
Top 10 Hldgs %
34.36%
Holding
98
New
30
Increased
23
Reduced
18
Closed
27
Top Buys
| 1 |
Humana
HUM
|
+$92M |
| 2 |
American International
AIG
|
+$86.2M |
| 3 |
Monster Beverage
MNST
|
+$84.1M |
| 4 |
MRSH
Marsh
MRSH
|
+$80.4M |
| 5 |
Hilton Worldwide
HLT
|
+$80.3M |
Top Sells
| 1 |
Intercontinental Exchange
ICE
|
+$169M |
| 2 |
American Express
AXP
|
+$92M |
| 3 |
Honeywell
HON
|
+$81.1M |
| 4 |
Zimmer Biomet
ZBH
|
+$73.7M |
| 5 |
Lowe's Companies
LOW
|
+$70.1M |
Sector Composition
| 1 | Financials | 30.76% |
| 2 | Consumer Discretionary | 21.29% |
| 3 | Healthcare | 11.09% |
| 4 | Consumer Staples | 10.69% |
| 5 | Technology | 9.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Walmart Inc
WMT
$913B
| $204M | 4.84% |
3,829,746
+717,099
| +23% | +$38.2M |
|
2
Invesco S&P 500 Equal Weight ETF
RSP
$96.8B
| $189M | 4.47% |
1,332,790
+218,522
| +20% | +$32.6M |
|
3
Boston Scientific
BSX
$66.4B
| $187M | 4.42% |
3,533,252
+1,452,665
| +70% | +$76.2M |
|
4
JPMorgan Chase
JPM
$896B
| $166M | 3.94% |
1,147,426
+344,649
| +43% | +$51.7M |
|
5
KKR & Co
KKR
$87B
| $153M | 3.62% |
2,484,268
+539,197
| +28% | +$32.7M |
|
6
McDonald's
MCD
$194B
| $146M | 3.46% |
554,508
+189,869
| +52% | +$54.2M |
|
7
Cboe Global Markets
CBOE
$29B
| $110M | 2.6% |
703,099
-286,120
| -29% | -$42.1M |
|
8
Murphy USA
MUSA
$11.3B
| $102M | 2.42% |
299,267
+9,802
| +3% | +$3.11M |
|
9
LPL Financial
LPLA
$25.7B
| $98.2M | 2.33% |
413,397
-137,158
| -25% | -$31.9M |
|
|
10
Humana
HUM
$48.7B
| $95.2M | 2.26% |
+195,737
| New | +$92M |
|
|
11
American International
AIG
$42.4B
| $87.5M | 2.07% |
+1,443,911
| New | +$86.2M |
|
12
Salesforce
CRM
$140B
| $87.2M | 2.07% |
430,094
+178,103
| +71% | +$38.5M |
|
13
Progressive
PGR
$137B
| $83.1M | 1.97% |
+596,553
| New | +$78.5M |
|
|
14
Hilton Worldwide
HLT
$73.4B
| $79.9M | 1.89% |
+531,708
| New | +$80.3M |
|
|
MRSH
15
Marsh
MRSH
$87.5B
| $79.8M | 1.89% |
+419,252
| New | +$80.4M |
|
|
16
Monster Beverage
MNST
$94.9B
| $78.4M | 1.86% |
+1,480,831
| New | +$84.1M |
|
17
Texas Roadhouse
TXRH
$12.6B
| $72.1M | 1.71% |
750,685
+175,598
| +31% | +$18.7M |
|
18
CSX Corp
CSX
$92.2B
| $70M | 1.66% |
2,277,237
+433,176
| +23% | +$13.7M |
|
19
Ecolab
ECL
$76.5B
| $69.6M | 1.65% |
410,797
+82,288
| +25% | +$15M |
|
20
PNC Financial Services
PNC
$102B
| $68.9M | 1.63% |
+561,436
| New | +$70.6M |
|
21
Constellation Brands
STZ
$23B
| $68.5M | 1.62% |
272,522
-75,852
| -22% | -$19.8M |
|
22
Procter & Gamble
PG
$345B
| $68.2M | 1.61% |
467,474
-188,298
| -29% | -$28.8M |
|
23
Ares Management
ARES
$27.2B
| $67.8M | 1.61% |
659,128
+115,110
| +21% | +$11.6M |
|
24
McKesson
MCK
$95.1B
| $67.3M | 1.59% |
+154,733
| New | +$65.2M |
|
25
Ross Stores
ROST
$70.4B
| $66.4M | 1.57% |
587,732
-224,416
| -28% | -$25.7M |
|
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