JCM
Jacobi Capital Management Portfolio holdings
AUM
$1.51B
1-Year Est. Return
16.97%
1 Year Est. Return
+16.97%
AUM
$295M
AUM Growth
+$36.6M
(+14%)
Holding
964
Top Buys
| 1 | +$5.94M | |
| 2 | +$5.51M | |
| 3 | +$3.25M | |
| 4 |
Aptiv
APTV
|
+$1.67M |
| 5 |
FedEx
FDX
|
+$1.04M |
Top Sells
| 1 | +$5.47M | |
| 2 | +$1.03M | |
| 3 | +$365K | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$342K |
| 5 |
iShares Biotechnology ETF
IBB
|
+$165K |
Sector Composition
| 1 | Financials | 10.68% |
| 2 | Healthcare | 6.03% |
| 3 | Consumer Discretionary | 5.51% |
| 4 | Technology | 5.43% |
| 5 | Communication Services | 5.33% |