STCOSD

Sageworth Trust Company of South Dakota Portfolio holdings

AUM $92.3M
1-Year Est. Return 13.94%
This Quarter Est. Return
1 Year Est. Return
+13.94%
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
701
$1K ﹤0.01%
+57
702
$1K ﹤0.01%
+5
703
$1K ﹤0.01%
+40
704
$1K ﹤0.01%
+111
705
$1K ﹤0.01%
+518
706
$1K ﹤0.01%
+1
707
$1K ﹤0.01%
+61
708
$1K ﹤0.01%
+47
709
$1K ﹤0.01%
+44
710
$1K ﹤0.01%
+2
711
$0 ﹤0.01%
+4
712
$0 ﹤0.01%
+47
713
$0 ﹤0.01%
+9
714
$0 ﹤0.01%
+10
715
$0 ﹤0.01%
+68
716
$0 ﹤0.01%
+105
717
$0 ﹤0.01%
+71
718
$0 ﹤0.01%
+64
719
$0 ﹤0.01%
+64
720
$0 ﹤0.01%
+4
721
$0 ﹤0.01%
+9