SJ
Stilwell Joseph Portfolio holdings
AUM
$174M
This Quarter Return
+4.64%
1 Year Return
+15.85%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$174M
AUM Growth
+$174M
(+12%)
Cap. Flow
+$14.5M
Cap. Flow
% of AUM
8.33%
Top 10 Holdings %
Top 10 Hldgs %
55.83%
Holding
58
New
11
Increased
7
Reduced
7
Closed
4
Top Buys
| 1 |
ABCW
ANCHOR BANCORP WISCONSIN INC COMMON STOCK
ABCW
|
$7.23M |
| 2 |
ENFC
Entegra Financial Corp.
ENFC
|
$3.41M |
| 3 |
CB Financial Services
CBFV
|
$2.97M |
| 4 |
SMPL
SIMPLICITY BANCORP INC
SMPL
|
$1.46M |
| 5 |
First Bancorp
FBP
|
$1.06M |
Top Sells
Sector Composition
| 1 | Financials | 55.83% |
| 2 | Consumer Discretionary | 11.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Magyar Bancorp
MGYR
$112M
| $56K | 0.03% |
8,059
+2,809
| +54% | +$19.5K |
|
52
Principal Financial Group
PFG
$17.9B
| $28K | 0.02% |
547
| – | – |
|
53
MetLife
MET
$53.6B
| $3K | ﹤0.01% |
67
| – | – |
|
54
First Savings Financial Group
FSFG
$188M
| – | – |
-60,000
| Closed | -$499K |
|
|
PFBX
55
DELISTED
Peoples Financial Corp/MS
PFBX
| – | – |
-20,000
| Closed | -$265K |
|
|
HBNK
56
DELISTED
HAMPDEN BANCORP INC COM STK (DELAWARE)
HBNK
| – | – |
-20,000
| Closed | -$344K |
|
|
FFCO
57
DELISTED
FED FIRST FINANCIAL CORP COM
FFCO
| – | – |
-223,384
| Closed | -$4.86M |
|