SJL
Shayne & Jacobs LLC Portfolio holdings
AUM
$303M
This Quarter Return
+5.92%
1 Year Return
+23.32%
3 Year Return
+72.08%
5 Year Return
+158.92%
10 Year Return
+309.82%
AUM
$143M
AUM Growth
+$143M
(+4.1%)
Cap. Flow
-$1.44M
Cap. Flow
% of AUM
-1.01%
Top 10 Holdings %
Top 10 Hldgs %
94.73%
Holding
26
New
–
Increased
3
Reduced
5
Closed
1
Top Buys
| 1 |
Bank of America
BAC
|
$89.8K |
| 2 |
Wells Fargo
WFC
|
$17.3K |
| 3 |
Bristol-Myers Squibb
BMY
|
$1.43K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$761K |
| 2 |
CSTR
CapStar Financial Holdings, Inc
CSTR
|
$313K |
| 3 |
TECD
Tech Data Corp
TECD
|
$240K |
| 4 |
Philip Morris
PM
|
$133K |
| 5 |
USG
Usg
USG
|
$51.1K |
Sector Composition
| 1 | Financials | 52.22% |
| 2 | Consumer Staples | 17.03% |
| 3 | Technology | 11.79% |
| 4 | Materials | 3.38% |
| 5 | Industrials | 1.54% |