PJSIMP

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

AUM $578M
1-Year Est. Return 15.34%
This Quarter Est. Return
1 Year Est. Return
+15.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$531K
2 +$464K
3 +$420K
4
ADBE icon
Adobe
ADBE
+$382K
5
BSX icon
Boston Scientific
BSX
+$366K

Sector Composition

1 Industrials 16.61%
2 Technology 14.76%
3 Healthcare 13.55%
4 Financials 12.4%
5 Consumer Staples 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$226K 0.07%
+4,800
127
$213K 0.06%
+3,888
128
$200K 0.06%
+2,183
129
$54K 0.02%
10,000
130
-7,500
131
-14,000
132
-41,000