JDR

Jay D. Rosenbaum Portfolio holdings

AUM $6.69M
1-Year Est. Return 4.68%
This Quarter Est. Return
1 Year Est. Return
+4.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.8M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$504K
2 +$232K
3 +$218K
4
LLY icon
Eli Lilly
LLY
+$208K
5
WM icon
Waste Management
WM
+$130K

Top Sells

1 +$262K
2 +$262K
3 +$233K
4
XOM icon
Exxon Mobil
XOM
+$192K
5
TROW icon
T. Rowe Price
TROW
+$155K

Sector Composition

1 Healthcare 24.69%
2 Technology 21.8%
3 Financials 10.82%
4 Industrials 9.54%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$208K 0.39%
+1,600
52
-935