Hasta 60% de descuento en Profit Pro - Limitado a los primeros 500 usuarios
Oferta de Black Friday

60% de descuento en Profit Pro - Limitado a los primeros 500 usuarios

Eric Schoenstein

Jensen Investment Management Inc

·

CIK

1106129

Portfolio manager known for his value investing approach and his focus on identifying undervalued securities with strong fundamentals and potential for long-term growth.

04 nov 2024

Última Actualización

Activos Bajo Gestión
$11.96B
Valores en cartera
88
ROI %
15.95%
QoQ%
0.19%
Periodo Promedio de Tenencia
5y

Desglose por Sector

Principales Inversiones

Desempeño

Valores en cartera

S&P 500

Acciones

88

Opciones

0
Ticker
Nombre
Comparte
Valor de las acciones
% del Portafolio
Cambiar
Cambio %
Historial
Precio Promedio de Compra
Precio Actual
Fecha del informe

MSFT

Microsoft Corporation
2.12M
$912.83M
7.63%
-86.89K
-3.93%
$64.09(571.40%)
$430.3
30 Sep 2024

AAPL

Apple Inc
3.67M
$854.57M
7.15%
-216.38K
-5.57%
$38.41(506.61%)
$233
30 Sep 2024

ACN

Accenture plc
2.31M
$817.26M
6.83%
-130.75K
-5.35%
$172.97(104.36%)
$353.48
30 Sep 2024

MMC

Marsh & McLennan Companies Inc
3.05M
$680.61M
5.69%
-175.43K
-5.44%
$159.46(39.90%)
$223.09
30 Sep 2024

SYK

Stryker Corporation
1.83M
$662.34M
5.54%
-121.03K
-6.19%
$155.83(131.83%)
$361.26
30 Sep 2024

GOOGL

Alphabet Inc Class A
3.75M
$621.31M
5.19%
-965.02K
-20.48%
$57.08(190.56%)
$165.85
30 Sep 2024

INTU

Intuit Inc
983.29K
$610.62M
5.11%
-56.88K
-5.47%
$296.46(109.47%)
$621
30 Sep 2024

ADP

Automatic Data Processing Inc
1.76M
$485.69M
4.06%
-99.3K
-5.35%
$147.97(87.02%)
$276.73
30 Sep 2024

MA

Mastercard Inc
954.57K
$471.37M
3.94%
-55.63K
-5.51%
$207.94(137.47%)
$493.8
30 Sep 2024

PEP

PepsiCo Inc
2.59M
$440.64M
3.68%
-147.47K
-5.38%
$103.53(64.25%)
$170.05
30 Sep 2024

UNH

UnitedHealth Group Incorporated
727.03K
$425.08M
3.55%
-239.16K
-24.75%
$231.79(152.25%)
$584.68
30 Sep 2024

ZTS

Zoetis Inc
2.15M
$420.14M
3.51%
184.83K
9.40%
$172.22(13.45%)
$195.38
30 Sep 2024

KLAC

KLA-Tencor Corporation
541.25K
$419.15M
3.50%
-29.78K
-5.22%
$492.08(57.37%)
$774.41
30 Sep 2024

TXN

Texas Instruments Incorporated
1.86M
$384.48M
3.21%
-312.59K
-14.38%
$131.27(57.36%)
$206.57
30 Sep 2024

EFX

Equifax Inc
1.24M
$364.96M
3.05%
-263.56K
-17.51%
$159.37(84.39%)
$293.86
30 Sep 2024

BR

Broadridge Financial Solutions Inc
1.64M
$353.34M
2.95%
-95.06K
-5.47%
$117.36(83.22%)
$215.03
30 Sep 2024

PG

Procter & Gamble Company
1.84M
$319.27M
2.67%
-140.29K
-7.07%
$117.06(47.96%)
$173.2
30 Sep 2024

WM

Waste Management Inc
1.5M
$311.78M
2.61%
-89.98K
-5.65%
$123.11(68.63%)
$207.6
30 Sep 2024

NKE

Nike Inc
3.44M
$303.67M
2.54%
-251.41K
-6.82%
$82.74(6.84%)
$88.4
30 Sep 2024

JNJ

Johnson & Johnson
1.69M
$273.65M
2.29%
-210.24K
-11.07%
$116.79(38.76%)
$162.06
30 Sep 2024

SHW

Sherwin-Williams Co
541.45K
$206.66M
1.73%
-27.43K
-4.82%
$296.34(28.79%)
$381.67
30 Sep 2024

APH

Amphenol Corporation
3.1M
$201.71M
1.69%
-871.88K
-21.98%
$34.83(87.08%)
$65.16
30 Sep 2024