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
$860M
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1 +$18.4M
2 +$17.2M
3 +$17M
4
PTEN icon
Patterson-UTI
PTEN
+$13.5M
5
DLTR icon
Dollar Tree
DLTR
+$13.5M

Sector Composition

1 Industrials 16.6%
2 Consumer Discretionary 13.45%
3 Technology 11.17%
4 Healthcare 10.73%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-103,296
302
0
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0
304
0
305
0
306
0
307
-22,500
308
0
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0
311
-397,819