PJSIMP

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

AUM $615M
1-Year Est. Return 18.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$811K
2 +$767K
3 +$753K
4
YUM icon
Yum! Brands
YUM
+$670K
5
GG
Goldcorp Inc
GG
+$503K

Sector Composition

1 Healthcare 17.84%
2 Consumer Staples 13.31%
3 Industrials 12.38%
4 Energy 12.37%
5 Consumer Discretionary 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$9K ﹤0.01%
10,000
127
$7K ﹤0.01%
11,250