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
151
$41.5K ﹤0.01%
+61
152
$40.7K ﹤0.01%
+587
153
$39.1K ﹤0.01%
+610
154
$38K ﹤0.01%
+409
155
$37.5K ﹤0.01%
+622
156
$37.3K ﹤0.01%
304
+259
157
$35.6K ﹤0.01%
77
+72
158
$35.2K ﹤0.01%
311
159
$35.1K ﹤0.01%
1,304
-137
160
$34.6K ﹤0.01%
208
-15
161
$34.4K ﹤0.01%
+426
162
$34.3K ﹤0.01%
150
163
$34.2K ﹤0.01%
137
164
$34K ﹤0.01%
171
165
$32.9K ﹤0.01%
+433
166
$32.4K ﹤0.01%
+1,681
167
$32.1K ﹤0.01%
98
168
$31.3K ﹤0.01%
319
169
$30.8K ﹤0.01%
+856
170
$30.6K ﹤0.01%
107
+96
171
$30.6K ﹤0.01%
+384
172
$30.4K ﹤0.01%
+106
173
$30.3K ﹤0.01%
+23
174
$30K ﹤0.01%
354
175
$29.9K ﹤0.01%
+236