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
251
$13.7K ﹤0.01%
+116
252
$13.5K ﹤0.01%
261
253
$13.5K ﹤0.01%
+213
254
$13.4K ﹤0.01%
+302
255
$13K ﹤0.01%
103
256
$12.9K ﹤0.01%
599
257
$12.7K ﹤0.01%
+196
258
$12.7K ﹤0.01%
+464
259
$12.6K ﹤0.01%
+1,142
260
$12.5K ﹤0.01%
+27
261
$12.5K ﹤0.01%
214
262
$12.5K ﹤0.01%
120
263
$12.4K ﹤0.01%
+56
264
$12.1K ﹤0.01%
+1,897
265
$12.1K ﹤0.01%
+202
266
$12K ﹤0.01%
134
267
$11.8K ﹤0.01%
+132
268
$11.7K ﹤0.01%
1,033
+33
269
$11.6K ﹤0.01%
+160
270
$11.6K ﹤0.01%
+307
271
$11.6K ﹤0.01%
362
272
$11.5K ﹤0.01%
118
+86
273
$11.5K ﹤0.01%
+23
274
$11.4K ﹤0.01%
+213
275
$11.4K ﹤0.01%
+130