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
$171M
AUM Growth
-$8.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$303K
3
+$299K
4
BMY icon
Bristol-Myers Squibb
BMY
+$248K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$226K

Top Sells

1
+$227K
2
+$222K
3
+$215K
4
CSCO icon
Cisco
CSCO
+$207K
5
UNP icon
Union Pacific
UNP
+$40.9K

Sector Composition

1 Technology 24.86%
2 Healthcare 17.21%
3 Financials 11.63%
4 Consumer Staples 10.98%
5 Consumer Discretionary 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 1.37%
11,587
+268
27
$2.2M 1.29%
25,073
+536
28
$2.19M 1.28%
7,835
+373
29
$2.19M 1.28%
4,813
+200
30
$2.18M 1.28%
18,450
31
$2.15M 1.26%
20,676
+498
32
$2.14M 1.25%
4,540
+168
33
$2.14M 1.25%
43,148
+1,436
34
$2.04M 1.2%
18,419
+718
35
$2.04M 1.2%
20,187
-181
36
$2.01M 1.18%
4,838
+160
37
$1.9M 1.11%
6,966
+304
38
$1.88M 1.1%
40,221
+2,104
39
$1.88M 1.1%
10,261
+86
40
$1.67M 0.98%
2,181
+108
41
$1.56M 0.91%
18,900
42
$1.55M 0.91%
6,830
43
$1.53M 0.89%
6,080
+508
44
$1.38M 0.81%
7,375
45
$1.34M 0.79%
12,442
-25
46
$1.33M 0.78%
16,160
47
$1.28M 0.75%
10,310
48
$1.25M 0.73%
6,811
+287
49
$1.24M 0.72%
23,256
+675
50
$1.22M 0.71%
5,043
+186
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