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
276
$11.3K ﹤0.01%
298
+256
277
$11.3K ﹤0.01%
+103
278
$10.9K ﹤0.01%
198
279
$10.6K ﹤0.01%
+302
280
$10.5K ﹤0.01%
110
281
$10.5K ﹤0.01%
+152
282
$10.5K ﹤0.01%
+144
283
$10.3K ﹤0.01%
+94
284
$10.2K ﹤0.01%
+153
285
$10.1K ﹤0.01%
+76
286
$9.98K ﹤0.01%
+30
287
$9.9K ﹤0.01%
+145
288
$9.88K ﹤0.01%
+40
289
$9.65K ﹤0.01%
257
-506
290
$9.6K ﹤0.01%
62
291
$9.47K ﹤0.01%
+157
292
$9.37K ﹤0.01%
+75
293
$9.33K ﹤0.01%
+100
294
$9.24K ﹤0.01%
+89
295
$9.13K ﹤0.01%
498
296
$9.12K ﹤0.01%
231
297
$9.11K ﹤0.01%
+190
298
$8.97K ﹤0.01%
+79
299
$8.94K ﹤0.01%
+207
300
$8.92K ﹤0.01%
53