SJL

Shayne & Jacobs LLC Portfolio holdings

AUM $303M
1-Year Est. Return 23.32%
This Quarter Est. Return
1 Year Est. Return
+23.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$214K
2 +$205K
3 +$23.6K
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.39K

Top Sells

1 +$625K
2 +$571K
3 +$337K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$299K
5
DUK icon
Duke Energy
DUK
+$210K

Sector Composition

1 Financials 52.24%
2 Consumer Staples 15.92%
3 Technology 10.91%
4 Materials 5.84%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-3,300
27
-2,500