JMFC
J.M. Forbes & Co Portfolio holdings
AUM
$1.09B
This Quarter Return
+2.67%
1 Year Return
+21.04%
3 Year Return
+89.06%
5 Year Return
+134.53%
10 Year Return
+347.81%
AUM
$1.04B
AUM Growth
+$1.04B
(+1.5%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
0.98%
Top 10 Holdings %
Top 10 Hldgs %
42.42%
Holding
144
New
6
Increased
62
Reduced
23
Closed
3
Top Buys
| 1 |
Arista Networks
ANET
|
$5.67M |
| 2 |
Ginkgo Bioworks
DNA
|
$5.66M |
| 3 |
Palo Alto Networks
PANW
|
$3.26M |
| 4 |
Apple
AAPL
|
$1.14M |
| 5 |
Amazon
AMZN
|
$751K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$4.72M |
| 2 |
Walmart
WMT
|
$4.72M |
| 3 |
JPMorgan Chase
JPM
|
$4.6M |
| 4 |
Dow Inc
DOW
|
$269K |
| 5 |
American Tower
AMT
|
$245K |
Sector Composition
| 1 | Technology | 27.7% |
| 2 | Financials | 9.34% |
| 3 | Healthcare | 8.77% |
| 4 | Consumer Discretionary | 7.65% |
| 5 | Consumer Staples | 6.49% |
