PJSIMP

P.J. Schmidt Investment Management (PJS) Portfolio holdings

AUM $605M
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$8.11M
2 +$7.12M
3 +$7.07M
4
T icon
AT&T
T
+$6.68M
5
XOM icon
Exxon Mobil
XOM
+$6.21M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 17.52%
2 Consumer Staples 14.44%
3 Energy 13.45%
4 Industrials 13.11%
5 Utilities 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$200K 0.1%
+6,110
102
$166K 0.08%
+10,550
103
$14K 0.01%
+1,000
104
$10K ﹤0.01%
+11,250