NJBEST

New Jersey Better Educational Savings Trust Portfolio holdings

AUM $58.7M
1-Year Est. Return 3.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$751K
2
+$724K
3
+$658K
4
BX icon
Blackstone
BX
+$632K
5
COP icon
ConocoPhillips
COP
+$628K

Top Sells

1
+$2.61M
2
+$2.37M
3
+$2.27M
4
HD icon
Home Depot
HD
+$1.74M
5
KO icon
Coca-Cola
KO
+$1.37M

Sector Composition

1 Technology 15.46%
2 Financials 14.99%
3 Communication Services 14.67%
4 Industrials 13.02%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
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