SIC

SJS Investment Consulting Portfolio holdings

AUM $731M
1-Year Est. Return 12.87%
This Quarter Est. Return
1 Year Est. Return
+12.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$20.9M
3
+$10.3M
4
AAPL icon
Apple
AAPL
+$8.64M
5
LLY icon
Eli Lilly
LLY
+$5.19M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 8.69%
2 Technology 5.12%
3 Financials 3.33%
4 Healthcare 2.53%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$14K ﹤0.01%
+126
327
$14K ﹤0.01%
+105
328
$14K ﹤0.01%
+133
329
$14K ﹤0.01%
+313
330
$14K ﹤0.01%
+196
331
$14K ﹤0.01%
+130
332
$13K ﹤0.01%
+432
333
$13K ﹤0.01%
+43
334
$13K ﹤0.01%
+100
335
$13K ﹤0.01%
+340
336
$13K ﹤0.01%
+116
337
$13K ﹤0.01%
+45
338
$13K ﹤0.01%
+331
339
$13K ﹤0.01%
+215
340
$13K ﹤0.01%
+190
341
$13K ﹤0.01%
+75
342
$13K ﹤0.01%
+63
343
$13K ﹤0.01%
+630
344
$12K ﹤0.01%
+130
345
$12K ﹤0.01%
+86
346
$12K ﹤0.01%
+186
347
$12K ﹤0.01%
+222
348
$12K ﹤0.01%
+182
349
$12K ﹤0.01%
+71
350
$12K ﹤0.01%
+275
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