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
351
$6.04K ﹤0.01%
76
352
$6K ﹤0.01%
+23
353
$5.88K ﹤0.01%
+145
354
$5.83K ﹤0.01%
61
355
$5.79K ﹤0.01%
+74
356
$5.71K ﹤0.01%
1,295
357
$5.67K ﹤0.01%
27
358
$5.6K ﹤0.01%
32
359
$5.58K ﹤0.01%
80
-25
360
$5.5K ﹤0.01%
+87
361
$5.49K ﹤0.01%
+164
362
$5.48K ﹤0.01%
50
363
$5.48K ﹤0.01%
115
364
$5.39K ﹤0.01%
55
365
$5.38K ﹤0.01%
+227
366
$5.38K ﹤0.01%
206
367
$5.28K ﹤0.01%
166
368
$5.25K ﹤0.01%
+158
369
$5.23K ﹤0.01%
100
-61
370
$5.21K ﹤0.01%
50
371
$5.21K ﹤0.01%
120
372
$5.2K ﹤0.01%
120
373
$5.19K ﹤0.01%
48
374
$5.17K ﹤0.01%
+24
375
$5.14K ﹤0.01%
41