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STCOSD

Sageworth Trust Company of South Dakota Portfolio holdings

AUM $162M
1-Year Est. Return 26.79%
This Fund
S&P 500
This Quarter Est. Return
+6.23%
1 Year Est. Return
+26.79%
3 Year Est. Return
+71.35%
5 Year Est. Return
+73.44%
10 Year Est. Return
AUM
$65M
AUM Growth
+$50.3M
Cap. Flow
+$48.8M
Cap. Flow %
75.13%
Top 10 Hldgs %
53.34%
Holding
721
New
715
Increased
3
Reduced
1
Closed

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$4.67M
2
DHR icon
Danaher
DHR
+$3.32M
3
TJX icon
TJX Companies
TJX
+$2.43M
4
LHX icon
L3Harris
LHX
+$1.97M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.64M

Top Sells

Rank Stock Value
1
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$183K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 15.23%
2 Healthcare 13.58%
3 Industrials 10.86%
4 Financials 7.65%
5 Technology 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LTHM
276
DELISTED
Livent Corporation
LTHM
$16K 0.02%
+658
New +$17.9K
CIT
277
DELISTED
CIT Group Inc.
CIT
$16K 0.02%
+310
New +$15.8K
ABG icon
278
Asbury Automotive
ABG
$3.75B
$15K 0.02%
+88
New +$16.2K
FHI icon
279
Federated Hermes
FHI
$4.68B
$15K 0.02%
+403
New +$14K
FIX icon
280
Comfort Systems
FIX
$61.6B
$15K 0.02%
+155
New +$14.3K
FORM icon
281
FormFactor
FORM
$10.4B
$15K 0.02%
+327
New +$13.4K
HWC icon
282
Hancock Whitney
HWC
$6.37B
$15K 0.02%
+295
New +$14.7K
KRG icon
283
Kite Realty
KRG
$5.31B
$15K 0.02%
+677
New +$14.5K
MMSI icon
284
Merit Medical Systems
MMSI
$5.42B
$15K 0.02%
+241
New +$16.1K
PK icon
285
Park Hotels & Resorts
PK
$3.02B
$15K 0.02%
+819
New +$15.4K
SANM icon
286
Sanmina
SANM
$11.3B
$15K 0.02%
+350
New +$13.8K
SFBS
287
ServisFirst Bancshares
SFBS
$4.98B
$15K 0.02%
+179
New +$14.6K
THRM icon
288
Gentherm
THRM
$1.31B
$15K 0.02%
+173
New +$14.6K
TMHC
289
DELISTED
Taylor Morrison
TMHC
$15K 0.02%
+416
New +$13K
AEL
290
DELISTED
American Equity Investment Life Holding Company
AEL
$15K 0.02%
+379
New +$13.2K
PDCE
291
DELISTED
PDC Energy, Inc.
PDCE
$15K 0.02%
+312
New +$16K
AJRD
292
DELISTED
Aerojet Rocketdyne Holdings
AJRD
$15K 0.02%
+319
New +$14K
ADNT icon
293
Adient
ADNT
$1.5B
$14K 0.02%
+295
New +$13.2K
CBOE icon
294
Cboe Global Markets
CBOE
$30.6B
$14K 0.02%
+111
New +$14.3K
IRDM icon
295
Iridium Communications
IRDM
$5.31B
$14K 0.02%
+350
New +$14.1K
LNW
296
DELISTED
Light & Wonder
LNW
$14K 0.02%
+211
New +$15.4K
LXP icon
297
LXP Industrial Trust
LXP
$3.58B
$14K 0.02%
+183
New +$13.6K
MTDR icon
298
Matador Resources
MTDR
$6.36B
$14K 0.02%
+379
New +$15.5K
PCH
299
DELISTED
PotlatchDeltic
PCH
$14K 0.02%
+235
New +$13.2K
QLYS icon
300
Qualys
QLYS
$6.6B
$14K 0.02%
+101
New +$12.9K

Similar funds

Sageworth Trust Company of South Dakota's Q4 2021 Portfolio in Review

As of Q4 2021, Sageworth Trust Company of South Dakota held 721 positions worth $65M, up 343% from $14.7M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Sageworth Trust Company of South Dakota deployed $48.8M of net new capital in Q4 2021, opening 715 new positions and adding to 3 existing holdings. Its largest new stake was Amazon: 27,280 shares worth $4.55M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 15% of assets, followed by Healthcare and Industrials.

On the sell side, the largest reduction was iShares MSCI ACWI ETF, an estimated $183K trimmed.

  • Sageworth Trust Company of South Dakota's largest Q4 2021 buy was Amazon: 27,280 shares worth $4.55M.
  • Sageworth Trust Company of South Dakota added most to Vanguard Morningstar Total Stock Market ETF in Q4 2021, an estimated $1.46M increase.
  • Sageworth Trust Company of South Dakota's biggest Q4 2021 reduction was iShares MSCI ACWI ETF, cutting an estimated $183K.
  • Sageworth Trust Company of South Dakota's ten largest holdings make up 53% of its $65M portfolio in Q4 2021.
  • Sageworth Trust Company of South Dakota opened 715 new positions and closed 0 in Q4 2021.
  • Sageworth Trust Company of South Dakota's portfolio value rose 343% quarter-over-quarter to $65M.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q4 2021, filed 10 Feb 2022.