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
$137M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$126K
3 +$1.51K

Top Sells

1 +$1.41M
2 +$584K
3 +$202K
4
SYY icon
Sysco
SYY
+$94.8K
5
MSFT icon
Microsoft
MSFT
+$89.8K

Sector Composition

1 Financials 55.28%
2 Consumer Staples 16.66%
3 Technology 10.28%
4 Materials 3.5%
5 Industrials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$203K 0.15%
2,800
27
-3,020