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
$150M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$205K
2 +$202K
3 +$200K
4
WFC icon
Wells Fargo
WFC
+$158K
5
TECD
Tech Data Corp
TECD
+$97.7K

Top Sells

1 +$2.58M
2 +$274K
3 +$142K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$115K

Sector Composition

1 Financials 52.76%
2 Consumer Staples 17.92%
3 Technology 10.23%
4 Materials 3.18%
5 Industrials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$202K 0.13%
+3,020
27
$200K 0.13%
+2,500