ST

Sageworth Trust Portfolio holdings

AUM $1.81B
1-Year Est. Return 14.79%
This Quarter Est. Return
1 Year Est. Return
+14.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 0.99%
2 Financials 0.61%
3 Technology 0.28%
4 Consumer Discretionary 0.2%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$16.9K ﹤0.01%
+92
227
$16.8K ﹤0.01%
732
228
$16.8K ﹤0.01%
260
229
$16.8K ﹤0.01%
+80
230
$16.7K ﹤0.01%
90
231
$16.7K ﹤0.01%
+92
232
$16.3K ﹤0.01%
115
233
$16.1K ﹤0.01%
102
234
$16K ﹤0.01%
+211
235
$16K ﹤0.01%
71
236
$15.8K ﹤0.01%
+461
237
$15.6K ﹤0.01%
+75
238
$15K ﹤0.01%
+45
239
$14.8K ﹤0.01%
43
-116
240
$14.7K ﹤0.01%
55
241
$14.6K ﹤0.01%
164
+91
242
$14.6K ﹤0.01%
+40
243
$14.4K ﹤0.01%
+244
244
$14.3K ﹤0.01%
+140
245
$14.3K ﹤0.01%
469
246
$14.2K ﹤0.01%
365
247
$14.1K ﹤0.01%
110
248
$13.9K ﹤0.01%
+31
249
$13.8K ﹤0.01%
208
250
$13.8K ﹤0.01%
403
+361