JMFC

J.M. Forbes & Co Portfolio holdings

AUM $1.09B
1-Year Est. Return 21.04%
This Quarter Est. Return
1 Year Est. Return
+21.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$9.95M
2 +$5.48M
3 +$4.57M
4
ECL icon
Ecolab
ECL
+$3.59M
5
TGT icon
Target
TGT
+$204K

Top Sells

1 +$8.67M
2 +$8.13M
3 +$5.6M
4
JD icon
JD.com
JD
+$3.03M
5
T icon
AT&T
T
+$227K

Sector Composition

1 Healthcare 16.91%
2 Technology 16.12%
3 Financials 12.36%
4 Industrials 10.62%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,365