SJL
Shayne & Jacobs LLC Portfolio holdings
AUM
$303M
This Quarter Return
-2.23%
1 Year Return
+23.32%
3 Year Return
+72.08%
5 Year Return
+158.92%
10 Year Return
+309.82%
AUM
$360M
AUM Growth
+$360M
(-2%)
Cap. Flow
+$2.42M
Cap. Flow
% of AUM
0.67%
Top 10 Holdings %
Top 10 Hldgs %
73.2%
Holding
100
New
5
Increased
22
Reduced
23
Closed
2
Top Buys
| 1 |
AGCO
AGCO
|
$1.53M |
| 2 |
Bristol-Myers Squibb
BMY
|
$1.23M |
| 3 |
Aptiv
APTV
|
$736K |
| 4 |
Robert Half
RHI
|
$656K |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$463K |
Top Sells
| 1 |
FMC
FMC
|
$892K |
| 2 |
CVS Health
CVS
|
$819K |
| 3 |
American International
AIG
|
$555K |
| 4 |
Merck
MRK
|
$406K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$334K |
Sector Composition
| 1 | Financials | 50.17% |
| 2 | Healthcare | 11.41% |
| 3 | Consumer Staples | 8.49% |
| 4 | Technology | 6.39% |
| 5 | Communication Services | 2.94% |
