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
676
$1K ﹤0.01%
+47
677
$1K ﹤0.01%
+111
678
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679
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+97
680
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681
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+8
682
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+443
683
$1K ﹤0.01%
+78
684
$1K ﹤0.01%
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685
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+111
686
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+16
687
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688
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+54
689
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+27
690
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691
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+44
692
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693
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694
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+68
695
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+64
696
$1K ﹤0.01%
+44
697
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+88
698
$1K ﹤0.01%
+64
699
$1K ﹤0.01%
+27
700
$1K ﹤0.01%
+126
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