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
$1.72B
AUM Growth
+$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1 +$44.2M
2 +$43.1M
3 +$39.1M
4
STZ icon
Constellation Brands
STZ
+$37.4M
5
VFC icon
VF Corp
VFC
+$37.4M

Top Sells

1 +$52.3M
2 +$37.4M
3 +$31.1M
4
OLLI icon
Ollie's Bargain Outlet
OLLI
+$30.1M
5
FTDR icon
Frontdoor
FTDR
+$29.8M

Sector Composition

1 Consumer Discretionary 21.42%
2 Technology 19.72%
3 Industrials 15.73%
4 Healthcare 9.65%
5 Communication Services 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
0
427
-62,075
428
0
429
-2,364