NJBEST
New Jersey Better Educational Savings Trust Portfolio holdings
AUM
$38.9M
This Quarter Return
-0.81%
1 Year Return
+5.78%
3 Year Return
+87.02%
5 Year Return
+168.9%
10 Year Return
+244.92%
AUM
$52M
AUM Growth
+$52M
(-1.6%)
Cap. Flow
-$28.9K
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
88.78%
Holding
36
New
4
Increased
–
Reduced
1
Closed
4
Top Buys
| 1 |
Wells Fargo
WFC
|
$239K |
| 2 |
Walt Disney
DIS
|
$231K |
| 3 |
Cisco
CSCO
|
$218K |
| 4 |
Bristol-Myers Squibb
BMY
|
$218K |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$246K |
| 2 |
Coca-Cola
KO
|
$218K |
| 3 |
UnitedHealth
UNH
|
$214K |
| 4 |
NextEra Energy, Inc.
NEE
|
$203K |
| 5 |
Walmart
WMT
|
$54.2K |
Sector Composition
| 1 | Technology | 13.91% |
| 2 | Communication Services | 5.15% |
| 3 | Financials | 4.18% |
| 4 | Consumer Discretionary | 3.35% |
| 5 | Healthcare | 2.39% |
