Jensen Investment Management Inc

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Assets, Funds, Holdings

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CAFR Data
Jensen Investment Management Inc
CRD #105281
SEC #801-32726
CIK #1106129
AUM $8.6 BB (100% Disc, 94% US)
Employees28 (36% Investors, 14% Brokers)
Phone503-726-4384
Address5500 Meadows Road
Lake Oswego, OR 97035-3623
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
10.08.06.04.02.00.02000200620132020
Sector Holding Cap ($MM) Value ($MM)
BDX67,250.0460.1
PEP163,770.0452.5
MSFT865,660.0418.7
UNH233,310.0375.7
LIN95,600.0351.1
ECL49,000.0345.8
SYK70,520.0338.3
MMM119,250.0322.9
ORCL188,990.0322.1
UTX108,590.0321.9
View All
Holdings by Sector ($)
10.08.06.04.02.00.02014201620182020
Comparable Firms State AUM ($BB)
Duff & Phelps Investment Management Co
IL 9.0
RE Advisers Corporation
VA 8.7
Stableriver Capital Management LLC
GA 8.7
CLS Investments LLC
NE 8.6
Mairs and Power Inc
MN 8.6
People's United Advisors Inc
CT 8.5
Nikko Global Asset Management USA Inc
NY 8.4
Taplin Canida & Habacht Inc
FL 8.3
The London Company of Virginia LLC
VA 8.2
IEQ Capital LLC
CA 8.2
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