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
$501M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$2.48M
2 +$2.16M
3 +$2.15M
4
NVDA icon
NVIDIA
NVDA
+$842K
5
CHD icon
Church & Dwight Co
CHD
+$608K

Top Sells

1 +$3.17M
2 +$2.33M
3 +$1.05M
4
AAPL icon
Apple
AAPL
+$915K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$532K

Sector Composition

1 Technology 19.71%
2 Healthcare 12.59%
3 Financials 11.6%
4 Industrials 10.48%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-3,095
177
-12,942
178
-4,778
179
-10,000