NJBEST

New Jersey Better Educational Savings Trust Portfolio holdings

AUM $59M
1-Year Est. Return 3.15%
This Quarter Est. Return
1 Year Est. Return
+3.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58.7M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$670K
3
+$624K
4
MCD icon
McDonald's
MCD
+$573K
5
KO icon
Coca-Cola
KO
+$565K

Top Sells

1
+$1.73M
2
+$925K
3
+$924K
4
BAC icon
Bank of America
BAC
+$905K
5
JPM icon
JPMorgan Chase
JPM
+$767K

Sector Composition

1 Technology 20.84%
2 Financials 17.46%
3 Healthcare 14.49%
4 Communication Services 11.5%
5 Consumer Discretionary 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
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