SJ
Stilwell Joseph Portfolio holdings
AUM
$174M
This Quarter Return
+0.75%
1 Year Return
+15.85%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$161M
AUM Growth
+$161M
(-2.9%)
Cap. Flow
-$5.89M
Cap. Flow
% of AUM
-3.66%
Top 10 Holdings %
Top 10 Hldgs %
52.49%
Holding
54
New
1
Increased
6
Reduced
8
Closed
4
Top Buys
| 1 |
Waterstone Financial
WSBF
|
$805K |
| 2 |
IF Bancorp
IROQ
|
$288K |
| 3 |
CWAY
Coastway Bancorp, Inc.
CWAY
|
$206K |
| 4 |
PBSK
Poage Bankshares, Inc.
PBSK
|
$71K |
| 5 |
WBB
Westbury Bancorp, Inc.
WBB
|
$63.1K |
Top Sells
| 1 |
JFBI
JEFFERSON BANCSHARES INC
JFBI
|
$2.4M |
| 2 |
SMPL
SIMPLICITY BANCORP INC
SMPL
|
$1.6M |
| 3 |
PBIP
Prudential Bancorp, Inc.
PBIP
|
$1.07M |
| 4 |
Kingstone Companies
KINS
|
$706K |
| 5 |
ALLB
ALLIANCE BANCORP INC PA
ALLB
|
$678K |
Sector Composition
| 1 | Financials | 57.87% |
| 2 | Consumer Discretionary | 7.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Peoples Bancorp of North Carolina
PEBK
$168M
| – | – | -8,554 | Closed | -$121K |
|
|
ALLB
52
DELISTED
ALLIANCE BANCORP INC PA
ALLB
| – | – | -44,000 | Closed | -$678K |
|
|
SMPL
53
DELISTED
SIMPLICITY BANCORP INC
SMPL
| – | – | -98,908 | Closed | -$1.6M |
|
|
CSBK
54
DELISTED
Clifton Bancorp Inc.
CSBK
| – | – | -10,480 | Closed | -$134K |
|