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
51
$1.22M 0.68%
8,500
52
$1.21M 0.67%
7,375
53
$1.2M 0.67%
+7,221
54
$1.16M 0.65%
18,900
55
$1.13M 0.63%
4,575
+2,455
56
$1.09M 0.61%
13,930
+825
57
$1.07M 0.6%
13,666
-860
58
$1.01M 0.57%
4,857
+516
59
$926K 0.52%
6,786
+475
60
$899K 0.5%
6,640
+125
61
$826K 0.46%
4,698
+195
62
$813K 0.45%
2,730
+110
63
$802K 0.45%
4,385
64
$745K 0.42%
2,450
+1,031
65
$723K 0.4%
1,745
+175
66
$685K 0.38%
1,410
+110
67
$552K 0.31%
1,845
+50
68
$537K 0.3%
1,550
69
$531K 0.3%
3,785
-70
70
$515K 0.29%
6,000
-150
71
$514K 0.29%
5,780
72
$484K 0.27%
1,165
+175
73
$480K 0.27%
12,750
74
$480K 0.27%
2,159
-185
75
$449K 0.25%
4,834
1 2
3
4