STCOSD
Sageworth Trust Company of South Dakota Portfolio holdings
AUM
$92.3M
1-Year Return
13.94%
This Quarter Return
+6.23%
1 Year Return
+13.94%
3 Year Return
+56.88%
5 Year Return
–
10 Year Return
–
AUM
$65M
AUM Growth
+$50.3M
(+343%)
Cap. Flow
+$49.5M
Cap. Flow
% of AUM
76.15%
Top 10 Holdings %
Top 10 Hldgs %
53.34%
Holding
721
New
715
Increased
3
Reduced
1
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
+$4.55M |
| 2 |
Danaher
DHR
|
+$3.52M |
| 3 |
TJX Companies
TJX
|
+$2.66M |
| 4 |
L3Harris
LHX
|
+$1.89M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.65M |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$185K |
Sector Composition
| 1 | Consumer Discretionary | 15.23% |
| 2 | Healthcare | 13.58% |
| 3 | Industrials | 10.86% |
| 4 | Financials | 7.65% |
| 5 | Technology | 6.35% |
