Investment Trusts

JPMorgan US Smaller Companies Investment Trust

JUSC:LSE

JPMorgan US Smaller Companies Investment Trust

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  • Price (GBX)413.00
  • Today's Change1.00 / 0.24%
  • Shares traded4.06k
  • 1 Year change+13.46%
  • Beta1.5577
Data delayed at least 20 minutes, as of Sep 13 2024 09:20 BST.
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Top holdings

18.75%Per cent of portfolio in top holdings
Holding% of portfolio
JPM USD Liquidity LVNAV X (dist.)4.95%
WillScot Holdings Corp Ordinary Shares - Class A2.04%
Encompass Health Corp1.88%
Cushman & Wakefield PLC1.69%
Novanta Inc1.68%
MSA Safety Inc1.64%
Simpson Manufacturing Co Inc1.64%
Portland General Electric Co1.62%
RBC Bearings Inc1.61%
As of Jul 31 2024. Top holdings excludes cash and cash equivalents.

Sector weighting

Sector% of portfolio
Industrials23.09%
Technology16.29%
Financial Services15.92%
Consumer Cyclical11.63%
Healthcare11.26%
Basic Materials6.66%
Real Estate5.88%
Consumer Defensive4.15%
Energy3.86%
Utilities1.62%
As of Jul 31 2024.

Regional holdings

Holding% of portfolio
USA99.30%
Canada1.07%
As of Jul 31 2024.
Data Provided by LSEG
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