DJC
Daily Journal Corp Portfolio holdings
AUM
$235M
This Quarter Return
+7.93%
1 Year Return
+37.43%
3 Year Return
+79.32%
5 Year Return
+117.93%
10 Year Return
+72.2%
AUM
$148M
AUM Growth
+$148M
(+7.8%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 99.64% |
| 2 | Materials | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Wells Fargo
WFC
$258B
| $76.9M | 52.09% |
1,591,800
| – | – |
|
2
Bank of America
BAC
$371B
| $63.5M | 42.98% |
2,300,000
| – | – |
|
3
US Bancorp
USB
$75.5B
| $6.75M | 4.57% |
140,000
| – | – |
|
4
POSCO
PKX
$15.4B
| $538K | 0.36% |
9,745
| – | – |
|