SJL
Shayne & Jacobs LLC Portfolio holdings
AUM
$303M
This Quarter Return
-16.53%
1 Year Return
+23.32%
3 Year Return
+72.08%
5 Year Return
+158.92%
10 Year Return
+309.82%
AUM
$169M
AUM Growth
+$169M
(-17%)
Cap. Flow
+$1.07M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
92.89%
Holding
37
New
–
Increased
3
Reduced
1
Closed
2
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$2.01M |
| 2 |
Bank of New York Mellon
BK
|
$53.4K |
| 3 |
Bristol-Myers Squibb
BMY
|
$3.93K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$569K |
| 2 |
Vanguard Large-Cap ETF
VV
|
$216K |
| 3 |
BP
BP
|
$206K |
Sector Composition
| 1 | Financials | 63.28% |
| 2 | Consumer Staples | 17.66% |
| 3 | Technology | 4.4% |
| 4 | Industrials | 1.69% |
| 5 | Healthcare | 0.71% |
