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
$662M
AUM Growth
-$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$31.4M
3
+$19.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$16.4M
5
SLB icon
SLB Ltd
SLB
+$14.7M

Top Sells

1
+$66.8M
2
+$35.8M
3
+$22.3M
4
JACK icon
Jack in the Box
JACK
+$19.7M
5
YHOO
Yahoo Inc
YHOO
+$16.9M

Sector Composition

1 Consumer Discretionary 16.26%
2 Technology 15.97%
3 Healthcare 12.74%
4 Industrials 9.4%
5 Communication Services 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
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