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
51
$1.16M 0.68%
4,705
52
$1.14M 0.67%
13,930
53
$1.08M 0.63%
6,640
54
$1.07M 0.62%
7,922
+701
55
$1.05M 0.61%
8,500
56
$1.01M 0.59%
13,666
57
$927K 0.54%
4,425
-150
58
$926K 0.54%
6,786
59
$911K 0.53%
1,895
60
$858K 0.5%
7,420
+473
61
$776K 0.45%
4,698
62
$776K 0.45%
2,720
-10
63
$695K 0.41%
9,513
+3,388
64
$670K 0.39%
4,385
65
$651K 0.38%
1,845
66
$612K 0.36%
2,450
67
$612K 0.36%
1,410
68
$588K 0.34%
1,745
69
$577K 0.34%
5,780
70
$495K 0.29%
1,550
71
$477K 0.28%
3,785
72
$474K 0.28%
4,834
73
$465K 0.27%
6,000
74
$463K 0.27%
12,750
75
$443K 0.26%
2,159
1 2
3
4