NJBEST
New Jersey Better Educational Savings Trust Portfolio holdings
AUM
$38.9M
This Quarter Return
+14.69%
1 Year Return
+5.78%
3 Year Return
+87.02%
5 Year Return
+168.9%
10 Year Return
+244.92%
AUM
$52.9M
AUM Growth
+$52.9M
(+12%)
Cap. Flow
+$588K
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
41.28%
Holding
97
New
4
Increased
1
Reduced
–
Closed
3
Top Buys
| 1 |
Constellation Energy
CEG
|
$222K |
| 2 |
Cigna
CI
|
$215K |
| 3 |
Truist Financial
TFC
|
$206K |
| 4 |
Citigroup
C
|
$203K |
Top Sells
| 1 |
Nike
NKE
|
$217K |
| 2 |
Intel
INTC
|
$207K |
| 3 |
Starbucks
SBUX
|
$203K |
Sector Composition
| 1 | Technology | 31.3% |
| 2 | Healthcare | 14.65% |
| 3 | Financials | 12.43% |
| 4 | Communication Services | 10.2% |
| 5 | Consumer Discretionary | 9.77% |
