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
51
$437K 0.13%
+2,003
52
$437K 0.13%
+3,659
53
$420K 0.13%
+2,519
54
$408K 0.12%
+3,044
55
$401K 0.12%
+2,000
56
$391K 0.12%
+688
57
$384K 0.12%
+7,121
58
$382K 0.11%
+10,000
59
$375K 0.11%
+19,209
60
$357K 0.11%
+2,254
61
$352K 0.11%
+5,760
62
$351K 0.11%
+5,868
63
$346K 0.1%
+13,914
64
$343K 0.1%
+3,497
65
$342K 0.1%
+1,698
66
$337K 0.1%
+595
67
$333K 0.1%
+4,228
68
$321K 0.1%
+1,387
69
$313K 0.09%
+676
70
$299K 0.09%
+1,169
71
$295K 0.09%
+4,885
72
$295K 0.09%
+4,200
73
$287K 0.09%
+2,472
74
$270K 0.08%
+5,691
75
$265K 0.08%
+1,284
1 2
3
4 5