SJL

Shayne & Jacobs LLC Portfolio holdings

AUM $323M
1-Year Est. Return 16.95%
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
-$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$323K
2
+$3.69K

Top Sells

1
+$591K
2
+$171K
3
+$77.5K
4
EWP icon
iShares MSCI Spain ETF
EWP
+$67.9K
5
EPOL icon
iShares MSCI Poland ETF
EPOL
+$44.5K

Sector Composition

1 Financials 65.64%
2 Consumer Staples 15.59%
3 Technology 4.35%
4 Industrials 1.61%
5 Healthcare 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$294K 0.19%
1,800
27
$287K 0.18%
2,000
28
$278K 0.18%
13,850
29
$271K 0.17%
2,800
30
$269K 0.17%
4,428
31
$233K 0.15%
2,500
32
$232K 0.15%
1,878
33
$224K 0.14%
2,000
34
$220K 0.14%
5,500
35
$161K 0.1%
14,990
-4,143
1
2