NJBEST
New Jersey Better Educational Savings Trust Portfolio holdings
AUM
$38.9M
1-Year Return
5.78%
This Quarter Return
+2.24%
1 Year Return
+5.78%
3 Year Return
+87.02%
5 Year Return
+168.9%
10 Year Return
+244.92%
AUM
$75.3M
AUM Growth
+$296K
(+0.39%)
Cap. Flow
-$294K
Cap. Flow
% of AUM
-0.39%
Top 10 Holdings %
Top 10 Hldgs %
30.05%
Holding
202
New
34
Increased
38
Reduced
49
Closed
29
Top Buys
| 1 |
Chevron
CVX
|
$498K |
| 2 |
APC
Anadarko Petroleum
APC
|
$423K |
| 3 |
Medtronic
MDT
|
$390K |
| 4 |
Booking.com
BKNG
|
$375K |
| 5 |
HF Sinclair
DINO
|
$370K |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$560K |
| 2 |
Procter & Gamble
PG
|
$439K |
| 3 |
PepsiCo
PEP
|
$393K |
| 4 |
McDonald's
MCD
|
$380K |
| 5 |
FDC
First Data Corporation
FDC
|
$368K |
Sector Composition
| 1 | Technology | 18.58% |
| 2 | Financials | 15.47% |
| 3 | Healthcare | 14.79% |
| 4 | Communication Services | 14.76% |
| 5 | Industrials | 9.14% |