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
$52.5M
AUM Growth
-$228K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$654K
2 +$545K
3 +$477K
4
AMZN icon
Amazon
AMZN
+$149K
5
DHR icon
Danaher
DHR
+$93.9K

Top Sells

1 +$729K
2 +$554K
3 +$543K
4
WFC icon
Wells Fargo
WFC
+$473K
5
JNJ icon
Johnson & Johnson
JNJ
+$388K

Sector Composition

1 Healthcare 21.37%
2 Technology 20.96%
3 Financials 12.78%
4 Consumer Staples 10.8%
5 Industrials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,534
52
-770
53
-9,985