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
$143M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$89.8K
2 +$17.3K
3 +$1.43K

Top Sells

1 +$761K
2 +$313K
3 +$240K
4
PM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-21,273