JFB
John F. Brennan, Jr. Portfolio
Invests via Sirios Capital Management LP | Managed by John F. Brennan, Jr.
Invests via Sirios Capital Management LP
Managed by John F. Brennan, Jr.
Automatically Tracked
John F. Brennan, Jr. Profile
With extensive experience in the financial services sector, John F. Brennan, Jr. has established himself as a prominent figure in investment management and corporate governance. His leadership includes pivotal roles within various asset management firms where he has driven growth strategies and operational enhancements. Having served on multiple boards, his insights into market dynamics and regulatory frameworks have been invaluable for shaping strategic directions. He brings a robust background that blends both analytical acumen and hands-on operational expertise, positioning him as a key contributor to discussions around capital markets trends and investor interests.
With extensive experience in the financial services sector, John F. Brennan, Jr. has established himself as a prominent figure in investment management and corporate governance. His leadership includes pivotal roles within various asset management firms where he has driven growth strategies and operational enhancements. Having served on multiple boards, his insights into market dynamics and regulatory frameworks have been invaluable for shaping strategic directions. He brings a robust background that blends both analytical acumen and hands-on operational expertise, positioning him as a key contributor to discussions around capital markets trends and investor interests.
Investment Philosophy & Strategy
Investment opportunities are most compelling in areas where both innovation and operational efficiency intersect. John F. Brennan, Jr. leverages his deep expertise from the financial services sector to identify transformative market trends that can drive substantial growth. With a focus on enhancing corporate governance and refining business strategies, he navigates complex investment landscapes by applying an entrepreneurial mindset paired with rigorous analytical methods. His experience allows him to adeptly assess risk while capitalizing on high-potential ventures, ensuring a comprehensive approach to wealth creation that is aligned with evolving market demands.
Investment opportunities are most compelling in areas where both innovation and operational efficiency intersect. John F. Brennan, Jr. leverages his deep expertise from the financial services sector to identify transformative market trends that can drive substantial growth. With a focus on enhancing corporate governance and refining business strategies, he navigates complex investment landscapes by applying an entrepreneurial mindset paired with rigorous analytical methods. His experience allows him to adeptly assess risk while capitalizing on high-potential ventures, ensuring a comprehensive approach to wealth creation that is aligned with evolving market demands.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
42.84%
Gain -0.42%
Monthly
0.27%
Yearly
3.23%
Drawdown
14.62%
$2.43B
Equity
Holdings
$2.43B
Investment
$1.07B
$1.36B
Profit -$10.36M
Realized
$0
Unrealized
$1.36B
Dividends
$281.28M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.42%
Profit
-$10.36M
Win %
90%
This Week
Compared To Last Week
Gain
-2.45%
Profit
-$61.23M
Win %
90%
This Month
Compared to last month
Gain
-1.44%
Profit
-$35.53M
Win %
90%
This Year
Compared to last year
Gain
13.42%
Profit
$287.98M
Win %
90%
FMCC Freddie Mac
+11.64%
+$452,744 
WWW Wolverine World Wide Inc.
+6.16%
+$174,000 
COLM Columbia Sportswear Company
+4.96%
+$858,000 
GCO Genesco Inc.
+3.95%
+$284,000 
EVC Entravision Communications Corporation
+2.99%
+$171,000 
AEO American Eagle Outfitters, Inc.
+2.87%
+$499,950 
MTD Mettler-Toledo International Inc.
+2.68%
+$7.46M 
BMY Bristol-Myers Squibb Company
+2.59%
+$1.14M 
ORCL Oracle Corporation
+2.59%
+$1.01M 
BDX Becton, Dickinson and Company
+2.15%
+$1.46M 
THC Tenet Healthcare Corporation
+1.46%
+$640,160.89 
DLX Deluxe Corporation
+1.37%
+$38,781 
MGM MGM Resorts International
+1.24%
+$180,000 
FNF Fidelity National Financial, Inc.
+1.21%
+$69,710.86 
MSFT Microsoft Corp.
+1.17%
+$3.75M 
GM General Motors Company
+0.97%
+$121,499.55 
GE General Electric Company
+0.97%
+$93,125.34 
C Citigroup Inc.
+0.63%
+$50,050 
BEBE Bebe Stores Inc.
+0.4%
+$506.25 
IGT International Game Technology PLC
0%
$0 
XLNX Xilinx Inc
0%
$0 
PTNR Partner Communications Co Ltd
0%
$0 
ETM Entercom Communications Corp
0%
$0 
FDC First Data Corp
0%
$0 
VIAB Viacom Inc
0%
$0 BR
BR
0%
$0 EKDK
EKDKQ
0%
$0 HLSH
HLSH
0%
$0 4418
441815107
0%
$0 TYC
TYC
0%
$0 9286
928615103
0%
$0 ACE
ACE
0%
$0 PCS
PCS
0%
$0 3704
370442832
0%
$0 CCU
CCU
0%
$0 GDW
GDW
0%
$0 KRB
KRB
0%
$0 SGP
SGP
0%
$0 MAY
MAY
0%
$0 MER
MER
0%
$0 S
S
0%
$0 HNT
HNT
0%
$0 VRTS
VRTSE
0%
$0 TBL
TBL
0%
$0 SWY
SWY
0%
$0 SSP
SSP
0%
$0 AGY
AGY
0%
$0 4872
487256109
0%
$0 9691
969133107
0%
$0 5380
538021106
0%
$0 4525
452528102
0%
$0 8793
879300101
0%
$0 CYTC
CYTC
0%
$0 7540
75409P202
0%
$0 BMC
BMC
0%
$0 WWCA
WWCA
0%
$0 VIGN
VIGN
0%
$0 PLXT
PLXT
0%
$0 7474
747402105
0%
$0 8608
860831106
0%
$0 WWON
WWON
0%
$0 6966
696642107
0%
$0 MOLX
MOLX
0%
$0 UPCS
UPCS
0%
$0 3376
33763V109
0%
$0 G914
G9144B106
0%
$0 TSTN
TSTN
0%
$0 4102
410293104
0%
$0 5952
59523C107
0%
$0 TEK
TEK
0%
$0 6411
64114R109
0%
$0 ARDI
ARDI
0%
$0 GB
GB
0%
$0 4657
465713105
0%
$0 
COX Cox Co.
0%
$0 5913
591393103
0%
$0 0534
05349M100
0%
$0 0075
00757V106
0%
$0 
SUNW Sunworks Inc
-40.48%
-$0.89 
LRCX Lam Research Corporation
-4.84%
-$20.85M 
CLS Celestica Inc.
-4.73%
-$687,600.45 
GLW Corning Incorporated
-4.38%
-$678,700 
CSCO Cisco Systems, Inc.
-3.93%
-$1.65M 
CDNS Cadence Design Systems, Inc.
-2.55%
-$3.57M 
XOM Exxon Mobil Corporation
-1.23%
-$1.31M 
NOK Nokia Corporation Sponsored ADR
-0.32%
-$14,950 
AFL Aflac Inc.
-0.16%
-$48,211 Events
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Dividends
Dividend Analysis
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No Data
| Trades 87 | Longs Won 22/87 25% | Profit Factor 10.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $64.86M |
| Average Win $68.76M | Best Trade (Oct 14) $426.98M | Sharpe Ratio -63.21 |
| Average Loss -$2.32M | Worst Trade (Oct 14) -$87.73M | Z-Score -3.26 (100%) |
| Commissions $0 | Avg. Trade Length 25y 9m 3w 3d | Expectancy $15.65M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.17% | 1.85% | 15.22% |
| Consecutive Losing Trades | 1,048 | 943 | 839 | 734 | 629 | 524 | 419 | 314 | 210 | 105 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0075 00757V106 | 30,000 | $147,000 | $147,000 | - | - | - | 0.0 |
| 0534 05349M100 | 100,000 | $625,000 | $625,000 | - | - | - | 0.0 |
| 3376 33763V109 | 760,000 | $17.67M | $17.67M | - | - | - | 0.0 |
| 3704 370442832 | 125,000 | $2.88M | $2.88M | - | - | - | 0.0 |
| 4102 410293104 | 120,000 | $4.67M | $4.67M | - | - | - | 0.0 |
| 4418 441815107 | 100,000 | $5.5M | $5.5M | - | - | - | 0.0 |
| 4525 452528102 | 100,000 | $4.06M | $4.06M | - | - | - | 0.0 |
| 4657 465713105 | 50,000 | $200,000 | $200,000 | - | - | - | 0.0 |
| 4872 487256109 | 300,000 | $12.43M | $12.43M | - | - | - | 0.0 |
| 5380 538021106 | 120,000 | $9.44M | $9.44M | - | - | - | 0.0 |
| 5913 591393103 | 30,000 | $274,000 | $274,000 | - | - | - | 0.0 |
| 5952 59523C107 | 300,000 | $5.94M | $5.94M | - | - | - | 0.0 |
| 6411 64114R109 | 600,000 | $4.16M | $4.16M | - | - | - | 0.0 |
| 6966 696642107 | 68,000 | $1.93M | $1.93M | - | - | - | 0.0 |
| 7474 747402105 | 350,000 | $34.08M | $34.08M | - | - | - | 0.0 |
| 7540 75409P202 | 50,000 | $1.95M | $1.95M | - | - | - | 0.0 |
| 8608 860831106 | 218,300 | $8.61M | $8.61M | - | - | - | 0.0 |
| 8793 879300101 | 520,000 | $11.63M | $11.63M | - | - | - | 0.0 |
| 9286 928615103 | 1.16M | $114.02M | $114.02M | - | - | - | 0.0 |
| 9691 969133107 | 175,000 | $8.21M | $8.21M | - | - | - | 0.0 |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for John F. Brennan, Jr.?
The largest contributions to the portfolio's profits come from the following stocks: Citigroup Inc - $72.81M, Exxon Mobil Corporation - $37.24M, Bristol-Myers Squibb Company - $30.13M, International Game Technology PLC - $25.5M, and Microsoft Corp - $21.93M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does John F. Brennan, Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $281.28M earned over time. The largest contributors to dividend income include Citigroup Inc - $72.81M, Exxon Mobil Corporation - $37.24M, Bristol-Myers Squibb Company - $30.13M, International Game Technology PLC - $25.5M, and Microsoft Corp - $21.93M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John F. Brennan, Jr.'s monthly returns?
John F. Brennan, Jr.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can John F. Brennan, Jr.'s strategy be considered aggressive or moderate?
John F. Brennan, Jr.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow John F. Brennan, Jr.'s strategy?
John F. Brennan, Jr.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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