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
$179M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.25M
3
+$3.11M
4
AMZN icon
Amazon
AMZN
+$2.16M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.32M

Top Sells

1
+$1.09M
2
+$529K
3
+$416K
4
IBM icon
IBM
IBM
+$203K
5
ADP icon
Automatic Data Processing
ADP
+$74K

Sector Composition

1 Technology 25.03%
2 Healthcare 16.93%
3 Financials 11.48%
4 Consumer Staples 10.98%
5 Consumer Discretionary 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 1.45%
18,450
+475
27
$2.56M 1.43%
1,067
+387
28
$2.53M 1.41%
16,333
+5,152
29
$2.48M 1.38%
18,103
+6,803
30
$2.47M 1.38%
6,662
+2,493
31
$2.15M 1.2%
4,372
+1,603
32
$2.15M 1.2%
41,712
+10,205
33
$2.15M 1.2%
24,537
+8,943
34
$2.1M 1.17%
20,368
+7,017
35
$1.92M 1.07%
38,117
+12,010
36
$1.9M 1.06%
2,073
+805
37
$1.87M 1.05%
20,178
+9,630
38
$1.83M 1.02%
17,701
+7,222
39
$1.68M 0.94%
6,830
-300
40
$1.63M 0.91%
5,572
+1,391
41
$1.6M 0.9%
4,678
+2,338
42
$1.59M 0.89%
10,175
+3,699
43
$1.53M 0.85%
10,310
-340
44
$1.43M 0.8%
12,467
+7,451
45
$1.36M 0.76%
6,524
+3,103
46
$1.31M 0.73%
6,947
+2,315
47
$1.27M 0.71%
22,581
+6,782
48
$1.26M 0.7%
4,705
+340
49
$1.24M 0.69%
16,160
+525
50
$1.22M 0.68%
1,895
+25
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2
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