JGC

J. Goldman & Co Portfolio holdings

AUM $3.18B
1-Year Est. Return 9.17%
This Quarter Est. Return
1 Year Est. Return
+9.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
-$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$19.8M
2 +$18.7M
3 +$10.2M
4
AMCX icon
AMC Networks
AMCX
+$9.63M
5
MXIM
Maxim Integrated Products
MXIM
+$9.56M

Top Sells

1 +$25M
2 +$20.1M
3 +$17.2M
4
EL icon
Estee Lauder
EL
+$17M
5
HLT icon
Hilton Worldwide
HLT
+$14.7M

Sector Composition

1 Healthcare 19.02%
2 Industrials 12.46%
3 Communication Services 11.26%
4 Technology 10.7%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
0
277
0
278
-150,000
279
-225,000
280
0
281
0
282
-3,129