JGC
J. Goldman & Co Portfolio holdings
AUM
$3.18B
This Quarter Return
+14.48%
1 Year Return
+9.17%
3 Year Return
+56.93%
5 Year Return
+78.85%
10 Year Return
+152.96%
AUM
$1.28B
AUM Growth
+$204M
(+19%)
Cap. Flow
+$81M
Cap. Flow
% of AUM
6.36%
Top 10 Holdings %
Top 10 Hldgs %
25.96%
Holding
433
New
169
Increased
39
Reduced
53
Closed
119
Top Buys
| 1 |
Ralph Lauren
RL
|
$47.2M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$35.9M |
| 3 |
AT&T
T
|
$31.8M |
| 4 |
Netflix
NFLX
|
$23.6M |
| 5 |
Treehouse Foods
THS
|
$20.8M |
Top Sells
| 1 |
Kontoor Brands
KTB
|
$42.1M |
| 2 |
Hershey
HSY
|
$37.2M |
| 3 |
Mondelez International
MDLZ
|
$33.4M |
| 4 |
Advantage Solutions
ADV
|
$28.3M |
| 5 |
Walt Disney
DIS
|
$20.4M |
Sector Composition
| 1 | Consumer Discretionary | 21.94% |
| 2 | Communication Services | 19.05% |
| 3 | Industrials | 12.84% |
| 4 | Technology | 11.8% |
| 5 | Financials | 7.23% |
