JC
JM2 Capital Portfolio holdings
AUM
$124M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$124M
AUM Growth
–
Holding
110
Top Buys
| 1 | +$9.13M | |
| 2 | +$8.63M | |
| 3 | +$7.01M | |
| 4 |
Microsoft
MSFT
|
+$5.41M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$5.04M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 29.04% |
| 2 | Communication Services | 11.78% |
| 3 | Financials | 9.83% |
| 4 | Consumer Discretionary | 7.15% |
| 5 | Healthcare | 5.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Caterpillar
CAT
$316B
| $218K | 0.18% |
+381
|
|
||
102
Oracle
ORCL
$401B
| $218K | 0.18% |
+1,118
|
|
||
103
Abbott
ABT
$190B
| $218K | 0.18% |
+1,737
|
|
||
|
MFSI
104
MFS Active International ETF
MFSI
$764M
| $215K | 0.17% |
+7,051
|
|
||
105
State Street Health Care Select Sector SPDR ETF
XLV
$41.2B
| $214K | 0.17% |
+1,382
|
|
||
106
American Century Multisector Income ETF
MUSI
$192M
| $211K | 0.17% |
+4,778
|
|
||
107
TE Connectivity
TEL
$60.8B
| $206K | 0.17% |
+907
|
|
||
108
Lam Research
LRCX
$262B
| $203K | 0.16% |
+1,188
|
|
||
109
Palantir
PLTR
$307B
| $200K | 0.16% |
+1,127
|
|
||
110
Wipro
WIT
$26.8B
| $34.3K | 0.03% |
+12,072
|
|