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
$399M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$718K
2 +$656K
3 +$631K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$580K
5
DIS icon
Walt Disney
DIS
+$299K

Top Sells

1 +$3.68M
2 +$680K
3 +$611K
4
DJCO icon
Daily Journal
DJCO
+$588K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$515K

Sector Composition

1 Financials 51.35%
2 Healthcare 12.62%
3 Consumer Staples 8.34%
4 Technology 5.52%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,601
102
-6,310