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
$146M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$876K
2
+$487K
3
+$296K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$224K
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.41K

Top Sells

1
+$276K
2
+$253K
3
+$246K

Sector Composition

1 Financials 51%
2 Consumer Staples 16%
3 Technology 11.68%
4 Materials 5.44%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-11,000
1
2