JGC
J. Goldman & Co Portfolio holdings
AUM
$3.18B
This Quarter Return
-3.61%
1 Year Return
+9.17%
3 Year Return
+56.93%
5 Year Return
+78.85%
10 Year Return
+152.96%
AUM
$1.33B
AUM Growth
+$1.33B
(+22%)
Cap. Flow
+$317M
Cap. Flow
% of AUM
23.92%
Top 10 Holdings %
Top 10 Hldgs %
26.91%
Holding
395
New
102
Increased
64
Reduced
40
Closed
105
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$53.8M |
| 2 |
Bath & Body Works
BBWI
|
$48M |
| 3 |
Cisco
CSCO
|
$44.8M |
| 4 |
Ollie's Bargain Outlet
OLLI
|
$32.8M |
| 5 |
Invesco QQQ Trust
QQQ
|
$27.5M |
Top Sells
| 1 |
Western Digital
WDC
|
$36.6M |
| 2 |
Walmart
WMT
|
$29.1M |
| 3 |
Lam Research
LRCX
|
$19.5M |
| 4 |
A.O. Smith
AOS
|
$15.8M |
| 5 |
Churchill Downs
CHDN
|
$15.4M |
Sector Composition
| 1 | Consumer Discretionary | 19.82% |
| 2 | Technology | 13.23% |
| 3 | Industrials | 11.71% |
| 4 | Consumer Staples | 8.43% |
| 5 | Energy | 8.11% |
