STC
Sarah T. Connolly Portfolio holdings
AUM
$1.11M
1-Year Est. Return
24.13%
1 Year Est. Return
+24.13%
AUM
$1.11M
AUM Growth
-$150M
(-99%)
Holding
86
Top Buys
No buys this quarter
Top Sells
| 1 | +$11.6M | |
| 2 | +$8.7M | |
| 3 | +$5.19M | |
| 4 |
Amazon
AMZN
|
+$5.17M |
| 5 |
Johnson & Johnson
JNJ
|
+$4.86M |
Sector Composition
| 1 | Technology | 35.15% |
| 2 | Utilities | 25.64% |
| 3 | Consumer Staples | 21.07% |
| 4 | Healthcare | 18.14% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
American Electric Power
AEP
$62.1B
| – | – |
-5,280
|
|
||
77
Coca-Cola
KO
$301B
| – | – |
-59,319
|
|
||
78
NVIDIA
NVDA
$4.5T
| – | – |
-60,490
|
|
||
79
Novartis
NVS
$253B
| – | – |
-24,811
|
|
||
80
Palo Alto Networks
PANW
$147B
| – | – |
-20,326
|
|
||
81
Paychex
PAYX
$45.1B
| – | – |
-3,930
|
|
||
82
PepsiCo
PEP
$208B
| – | – |
-26,374
|
|
||
83
Qualcomm
QCOM
$184B
| – | – |
-4,010
|
|
||
84
Rockwell Automation
ROK
$40.5B
| – | – |
-5,844
|
|
||
85
Roper Technologies
ROP
$51.7B
| – | – |
-3,863
|
|
||
86
SLB Limited
SLB
$54.5B
| – | – |
-4,900
|
|