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
$1.47B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 1.06%
2 Financials 0.75%
3 Consumer Discretionary 0.29%
4 Industrials 0.19%
5 Technology 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-27,664
77
-40,000
78
-19,706
79
-27,548
80
-127,419
81
-13,217