JGC

J. Goldman & Co Portfolio holdings

AUM $2.57B
1-Year Est. Return 21.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$59.6M
2
+$57.5M
3
+$44.8M
4
SBAC icon
SBA Communications
SBAC
+$43.9M
5
NKE icon
Nike
NKE
+$36.3M

Top Sells

1
+$67.6M
2
+$45.7M
3
+$37.1M
4
MDU icon
MDU Resources
MDU
+$36.5M
5
BA icon
Boeing
BA
+$29.8M

Sector Composition

1 Consumer Discretionary 25.69%
2 Technology 17.52%
3 Industrials 14.42%
4 Healthcare 10.4%
5 Communication Services 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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