JGC

J. Goldman & Co Portfolio holdings

AUM $2.57B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$28.8M
3
+$23.4M
4
DIS icon
Walt Disney
DIS
+$17M
5
LRCX icon
Lam Research
LRCX
+$17M

Top Sells

1
+$34.2M
2
+$23.3M
3
+$22.1M
4
PRPL icon
Purple Innovation
PRPL
+$18.7M
5
HAIN icon
Hain Celestial
HAIN
+$18.5M

Sector Composition

1 Technology 20.66%
2 Consumer Discretionary 16.61%
3 Financials 14.15%
4 Communication Services 11.38%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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