SJL

Shayne & Jacobs LLC Portfolio holdings

AUM $323M
1-Year Est. Return 16.95%
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$6.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$695K
2 +$93.7K
3 +$13.5K
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.59K

Top Sells

1 +$528K
2 +$366K
3 +$49.3K
4
AXP icon
American Express
AXP
+$6.78K

Sector Composition

1 Financials 51.01%
2 Consumer Staples 15.87%
3 Technology 11.45%
4 Materials 4.87%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$210K 0.16%
2,500