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
526
$0 ﹤0.01%
+21
527
$0 ﹤0.01%
+10
528
$0 ﹤0.01%
+2
529
$0 ﹤0.01%
+2
530
$0 ﹤0.01%
+16
531
$0 ﹤0.01%
+5
532
$0 ﹤0.01%
+2
533
$0 ﹤0.01%
+1
534
$0 ﹤0.01%
+12
535
$0 ﹤0.01%
+15
536
$0 ﹤0.01%
+10
537
$0 ﹤0.01%
+4
538
$0 ﹤0.01%
+4
539
– –
0
540
$0 ﹤0.01%
+6
541
$0 ﹤0.01%
+5
542
$0 ﹤0.01%
+2
543
$0 ﹤0.01%
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544
$0 ﹤0.01%
+5
545
$0 ﹤0.01%
+6
546
$0 ﹤0.01%
+1
547
$0 ﹤0.01%
+1
548
$0 ﹤0.01%
+10
549
$0 ﹤0.01%
+3
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