SJL
Shayne & Jacobs LLC Portfolio holdings
AUM
$303M
This Quarter Return
+10.48%
1 Year Return
+23.32%
3 Year Return
+72.08%
5 Year Return
+158.92%
10 Year Return
+309.82%
AUM
$203M
AUM Growth
+$203M
(+9.2%)
Cap. Flow
-$407K
Cap. Flow
% of AUM
-0.2%
Top 10 Holdings %
Top 10 Hldgs %
93.04%
Holding
37
New
1
Increased
2
Reduced
3
Closed
–
Top Buys
| 1 |
BP
BP
|
$206K |
| 2 |
iShares MSCI Italy ETF
EWI
|
$36.3K |
| 3 |
Bristol-Myers Squibb
BMY
|
$4.24K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$599K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$39.5K |
| 3 |
Microsoft
MSFT
|
$15.4K |
Sector Composition
| 1 | Financials | 66.54% |
| 2 | Consumer Staples | 14.18% |
| 3 | Technology | 4.35% |
| 4 | Industrials | 1.59% |
| 5 | Healthcare | 0.59% |
