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
401
$7K ﹤0.01%
+4
402
$7K ﹤0.01%
+10
403
$7K ﹤0.01%
+77
404
$7K ﹤0.01%
+27
405
$7K ﹤0.01%
+250
406
$6K ﹤0.01%
+450
407
$6K ﹤0.01%
+80
408
$6K ﹤0.01%
+133
409
$6K ﹤0.01%
+269
410
$6K ﹤0.01%
+1,000
411
$6K ﹤0.01%
+106
412
$6K ﹤0.01%
+110
413
$6K ﹤0.01%
+680
414
$6K ﹤0.01%
+74
415
$6K ﹤0.01%
+1,000
416
$6K ﹤0.01%
+41
417
$6K ﹤0.01%
+250
418
$6K ﹤0.01%
+60
419
$6K ﹤0.01%
+42
420
$6K ﹤0.01%
+80
421
$6K ﹤0.01%
+244
422
$6K ﹤0.01%
+516
423
$5K ﹤0.01%
+138
424
$5K ﹤0.01%
+20
425
$5K ﹤0.01%
+1,350