SJL
Shayne & Jacobs LLC Portfolio holdings
AUM
$303M
1-Year Return
23.32%
This Quarter Return
+3.04%
1 Year Return
+23.32%
3 Year Return
+72.08%
5 Year Return
+158.92%
10 Year Return
+309.82%
AUM
$303M
AUM Growth
-$104M
(-26%)
Cap. Flow
-$103M
Cap. Flow
% of AUM
-34%
Top 10 Holdings %
Top 10 Hldgs %
65.94%
Holding
97
New
3
Increased
10
Reduced
27
Closed
4
Top Buys
| 1 |
Robert Half
RHI
|
$1.73M |
| 2 |
Amcor
AMCR
|
$1.18M |
| 3 |
Omnicom Group
OMC
|
$447K |
| 4 |
NVIDIA
NVDA
|
$228K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$203K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$57.7M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$18.9M |
| 3 |
Sysco
SYY
|
$12.3M |
| 4 |
American Express
AXP
|
$6.95M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$4.78M |
Sector Composition
| 1 | Financials | 44.8% |
| 2 | Healthcare | 14.57% |
| 3 | Technology | 7.14% |
| 4 | Consumer Staples | 6.97% |
| 5 | Communication Services | 4.02% |
