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

Top Buys

1 +$714K
2 +$696K
3 +$675K
4
CAT icon
Caterpillar
CAT
+$632K
5
CVX icon
Chevron
CVX
+$598K

Top Sells

1 +$861K
2 +$662K
3 +$653K
4
MSFT icon
Microsoft
MSFT
+$640K
5
COP icon
ConocoPhillips
COP
+$565K

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
201
-7,000
202
-7,000
203
-28,000