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
376
$5.12K ﹤0.01%
+159
377
$5.11K ﹤0.01%
46
378
$5.11K ﹤0.01%
97
379
$5.11K ﹤0.01%
25
380
$5.07K ﹤0.01%
137
381
$5.03K ﹤0.01%
69
382
$5.03K ﹤0.01%
+172
383
$5.02K ﹤0.01%
53
+43
384
$4.98K ﹤0.01%
41
385
$4.87K ﹤0.01%
+72
386
$4.87K ﹤0.01%
5
387
$4.83K ﹤0.01%
+386
388
$4.83K ﹤0.01%
18
389
$4.81K ﹤0.01%
+382
390
$4.75K ﹤0.01%
39
391
$4.74K ﹤0.01%
73
392
$4.74K ﹤0.01%
120
393
$4.38K ﹤0.01%
+123
394
$4.37K ﹤0.01%
135
395
$4.31K ﹤0.01%
49
396
$4.3K ﹤0.01%
198
397
$4.16K ﹤0.01%
84
398
$4.05K ﹤0.01%
73
399
$4.04K ﹤0.01%
78
400
$3.99K ﹤0.01%
92