JGC
J. Goldman & Co Portfolio holdings
AUM
$3.18B
1-Year Return
9.17%
This Quarter Return
+0.73%
1 Year Return
+9.17%
3 Year Return
+56.93%
5 Year Return
+78.85%
10 Year Return
+152.96%
AUM
$1.09B
AUM Growth
-$31.8M
(-2.8%)
Cap. Flow
-$21.9M
Cap. Flow
% of AUM
-2.01%
Top 10 Holdings %
Top 10 Hldgs %
22.23%
Holding
394
New
108
Increased
60
Reduced
39
Closed
108
Top Buys
| 1 |
Western Digital
WDC
|
$36.6M |
| 2 |
Walmart
WMT
|
$29.1M |
| 3 |
Spotify
SPOT
|
$21.9M |
| 4 |
Lam Research
LRCX
|
$19.5M |
| 5 |
Walt Disney
DIS
|
$16.3M |
Top Sells
| 1 |
IBM
IBM
|
$36.4M |
| 2 |
Bloomin' Brands
BLMN
|
$23.3M |
| 3 |
Delta Air Lines
DAL
|
$22.1M |
| 4 |
Purple Innovation
PRPL
|
$18.7M |
| 5 |
Hain Celestial
HAIN
|
$18.5M |
Sector Composition
| 1 | Technology | 21.68% |
| 2 | Consumer Discretionary | 16.61% |
| 3 | Financials | 12.98% |
| 4 | Communication Services | 11.38% |
| 5 | Industrials | 9.08% |
