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
$125M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$182K
2 +$124K
3 +$1.45K

Top Sells

1 +$453K
2 +$253K
3 +$250K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$112K
5
DJCO icon
Daily Journal
DJCO
+$107K

Sector Composition

1 Financials 55.16%
2 Technology 15.81%
3 Consumer Staples 13.7%
4 Industrials 1.26%
5 Healthcare 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$221K 0.18%
2,800
27
$217K 0.17%
5,500
28
$202K 0.16%
2,500
29
$124K 0.1%
+13,850
30
-3,100