JGC
J. Goldman & Co Portfolio holdings
AUM
$3.18B
1-Year Return
9.17%
This Quarter Return
-0.38%
1 Year Return
+9.17%
3 Year Return
+56.93%
5 Year Return
+78.85%
10 Year Return
+152.96%
AUM
$807M
AUM Growth
-$64.9M
(-7.4%)
Cap. Flow
-$72M
Cap. Flow
% of AUM
-8.93%
Top 10 Holdings %
Top 10 Hldgs %
29.94%
Holding
326
New
89
Increased
25
Reduced
40
Closed
98
Top Buys
| 1 |
PepsiCo
PEP
|
$66.8M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$35.8M |
| 3 |
Parker-Hannifin
PH
|
$22.3M |
| 4 |
Jack in the Box
JACK
|
$19.7M |
| 5 |
YHOO
Yahoo Inc
YHOO
|
$16.9M |
Top Sells
| 1 |
Apple
AAPL
|
$37.2M |
| 2 |
Harley-Davidson
HOG
|
$30.9M |
| 3 |
J.M. Smucker
SJM
|
$29.1M |
| 4 |
Mercado Libre
MELI
|
$23.3M |
| 5 |
FINL
Finish Line
FINL
|
$19.1M |
Sector Composition
| 1 | Consumer Discretionary | 17.92% |
| 2 | Technology | 15.07% |
| 3 | Industrials | 13.94% |
| 4 | Consumer Staples | 11.18% |
| 5 | Communication Services | 8.62% |
