STC

Sarah T. Connolly Portfolio holdings

AUM $1.11M
1-Year Est. Return 24.13%
This Quarter Est. Return
1 Year Est. Return
+24.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$258K
3
+$249K
4
AAPL icon
Apple
AAPL
+$221K
5
IBM icon
IBM
IBM
+$214K

Top Sells

1
+$227K
2
+$60.1K
3
+$28K
4
ATO icon
Atmos Energy
ATO
+$23K
5
BAC icon
Bank of America
BAC
+$21.2K

Sector Composition

1 Technology 22.47%
2 Healthcare 18.75%
3 Financials 11.59%
4 Consumer Staples 11.54%
5 Communication Services 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.4%
85,640
+3,080
27
$1.66M 1.35%
40,209
-515
28
$1.61M 1.31%
19,251
+345
29
$1.59M 1.3%
5,567
+58
30
$1.53M 1.25%
699
+12
31
$1.5M 1.23%
26,387
+275
32
$1.43M 1.17%
15,664
+250
33
$1.42M 1.16%
7,150
-50
34
$1.41M 1.15%
25,226
+285
35
$1.38M 1.13%
11,635
+39
36
$1.35M 1.11%
4,647
+96
37
$1.35M 1.1%
10,854
+289
38
$1.34M 1.1%
4,228
+60
39
$1.3M 1.06%
2,771
+55
40
$1.22M 1%
7,375
+175
41
$1.22M 0.99%
15,665
-773
42
$1.19M 0.97%
18,900
43
$1.15M 0.93%
14,526
44
$1.14M 0.93%
8,500
45
$1.14M 0.93%
17,280
46
$1.13M 0.92%
4,180
+50
47
$1.12M 0.92%
2,285
-57
48
$1.11M 0.9%
1,266
+295
49
$1.02M 0.83%
13,105
50
$1.01M 0.82%
4,365
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