NJBEST
New Jersey Better Educational Savings Trust Portfolio holdings
AUM
$38.9M
This Quarter Return
-0.41%
1 Year Return
+5.78%
3 Year Return
+87.02%
5 Year Return
+168.9%
10 Year Return
+244.92%
AUM
$51.8M
AUM Growth
+$51.8M
(-0.45%)
Cap. Flow
+$411K
Cap. Flow
% of AUM
0.79%
Top 10 Holdings %
Top 10 Hldgs %
88.14%
Holding
36
New
4
Increased
–
Reduced
–
Closed
2
Top Buys
| 1 |
Coca-Cola
KO
|
$217K |
| 2 |
Philip Morris
PM
|
$214K |
| 3 |
Mastercard
MA
|
$207K |
| 4 |
GE Aerospace
GE
|
$201K |
Top Sells
| 1 |
Oracle
ORCL
|
$227K |
| 2 |
Comcast
CMCSA
|
$200K |
Sector Composition
| 1 | Technology | 11.65% |
| 2 | Financials | 4.79% |
| 3 | Communication Services | 4.24% |
| 4 | Consumer Discretionary | 3.04% |
| 5 | Consumer Staples | 2.79% |
