We're booking a 300% profit in an AI winner and buying more of a healthcare name
The trim puts the portfolio in a better position to withstand backlash against data centers.
Jim Cramer’s Charitable Trust is executing a significant shift in its portfolio strategy by locking in substantial gains from the artificial intelligence sector while increasing its stake in the healthcare industry. The trust announced it is selling 165 shares of Broadcom at approximately $361.27. Simultaneously, the fund is purchasing 50 shares of Cardinal Health at roughly $229.25. These moves effectively reduce the Broadcom position by half, leaving the trust with 160 shares and lowering its portfolio weighting from 3% to 1.5%. Meanwhile, the Cardinal Health position will grow to 425 shares, representing 2.5% of the portfolio, up from its previous 2.2% level.
Reducing Expos
Source: CNBC · 2026-08-24