JC
Jacobs & Co Portfolio holdings
AUM
$1.05B
1-Year Est. Return
14.59%
1 Year Est. Return
+14.59%
AUM
$1.05B
AUM Growth
+$37.5M
(+3.7%)
Holding
126
Top Buys
| 1 | +$2.5M | |
| 2 | +$1.25M | |
| 3 | +$1.21M | |
| 4 |
Kenvue
KVUE
|
+$983K |
| 5 |
Salesforce
CRM
|
+$948K |
Top Sells
| 1 | +$4M | |
| 2 | +$1.85M | |
| 3 | +$1.09M | |
| 4 |
Adobe
ADBE
|
+$845K |
| 5 |
Palantir
PLTR
|
+$729K |
Sector Composition
| 1 | Technology | 33.48% |
| 2 | Industrials | 14.94% |
| 3 | Healthcare | 12.71% |
| 4 | Consumer Discretionary | 10.95% |
| 5 | Communication Services | 10.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Constellation Brands
STZ
$22.8B
| – | – |
-24,578
|
|