FC
Fayerweather Charles Portfolio holdings
AUM
$57.2M
1-Year Est. Return
11.87%
1 Year Est. Return
+11.87%
AUM
$47.1M
AUM Growth
-$13.2M
(-22%)
Holding
55
Top Buys
| 1 | +$220K | |
| 2 | +$96.7K | |
| 3 | +$54.4K | |
| 4 |
Rockwell Automation
ROK
|
+$54.3K |
| 5 |
PayPal
PYPL
|
+$27.1K |
Top Sells
| 1 | +$355K | |
| 2 | +$341K | |
| 3 | +$261K | |
| 4 |
Apple
AAPL
|
+$234K |
| 5 |
J.M. Smucker
SJM
|
+$226K |
Sector Composition
| 1 | Healthcare | 26.65% |
| 2 | Technology | 21.76% |
| 3 | Industrials | 11.99% |
| 4 | Consumer Staples | 9.89% |
| 5 | Financials | 9.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
J.M. Smucker
SJM
$10.5B
| – | – |
-2,175
|
|