We are live on ! Find out more
STCOSD

Sageworth Trust Company of South Dakota Portfolio holdings

AUM $126M
1-Year Est. Return 23.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.45%
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 +$4.67M
2 +$3.32M
3 +$2.43M
4
LHX icon
L3Harris
LHX
+$1.97M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.64M

Top Sells

1 +$183K

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
551
$4K 0.01%
+312
552
$4K 0.01%
+240
553
$4K 0.01%
+155
554
$4K 0.01%
+119
555
$4K 0.01%
+149
556
$4K 0.01%
+40
557
$4K 0.01%
+40
558
$4K 0.01%
+119
559
$4K 0.01%
+16
560
$4K 0.01%
+122
561
$4K 0.01%
+88
562
$4K 0.01%
+187
563
$4K 0.01%
+132
564
$4K 0.01%
+99
565
$4K 0.01%
+33
566
$4K 0.01%
+88
567
$4K 0.01%
+88
568
$4K 0.01%
+149
569
$4K 0.01%
+356
570
$4K 0.01%
+88
571
$4K 0.01%
+44
572
$4K 0.01%
+7
573
$4K 0.01%
+111
574
$4K 0.01%
+84
575
$4K 0.01%
+160