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
$90M
AUM Growth
-$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$637K
3
+$623K
4
CAT icon
Caterpillar
CAT
+$590K
5
CVX icon
Chevron
CVX
+$570K

Top Sells

1
+$839K
2
+$663K
3
+$639K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$619K
5
COP icon
ConocoPhillips
COP
+$593K

Sector Composition

1 Financials 16.83%
2 Technology 15.54%
3 Communication Services 14.24%
4 Healthcare 11%
5 Industrials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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