STCOSD

Sageworth Trust Company of South Dakota Portfolio holdings

AUM $106M
1-Year Est. Return 16.76%
This Quarter Est. Return
1 Year Est. Return
+16.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.52M
3
+$2.66M
4
LHX icon
L3Harris
LHX
+$1.89M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.65M

Top Sells

1
+$185K

Sector Composition

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
376
$10K 0.02%
+160
377
$10K 0.02%
+33
378
$10K 0.02%
+211
379
$10K 0.02%
+119
380
$10K 0.02%
+111
381
$10K 0.02%
+111
382
$10K 0.02%
+163
383
$10K 0.02%
+179
384
$10K 0.02%
+95
385
$10K 0.02%
+132
386
$10K 0.02%
+451
387
$10K 0.02%
+211
388
$10K 0.02%
+379
389
$10K 0.02%
+333
390
$10K 0.02%
+333
391
$10K 0.02%
+217
392
$10K 0.02%
+271
393
$9K 0.01%
+637
394
$9K 0.01%
+132
395
$9K 0.01%
+295
396
$9K 0.01%
+298
397
$9K 0.01%
+224
398
$9K 0.01%
+135
399
$9K 0.01%
+880
400
$9K 0.01%
+98
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