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
$112M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$732K
2
+$212K
3
+$190K
4
PYPL icon
PayPal
PYPL
+$128K
5
ADBE icon
Adobe
ADBE
+$104K

Top Sells

1
+$698K
2
+$230K
3
+$215K
4
JPM icon
JPMorgan Chase
JPM
+$182K
5
AAPL icon
Apple
AAPL
+$179K

Sector Composition

1 Technology 20.93%
2 Healthcare 19.22%
3 Consumer Staples 12.18%
4 Financials 11.56%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.84M 5.2%
24,778
-110
2
$4.54M 4.04%
37,209
-1,463
3
$4.38M 3.9%
9,598
-38
4
$3.52M 3.13%
24,847
-79
5
$3.31M 2.94%
24,430
-316
6
$2.86M 2.54%
18,500
-880
7
$2.85M 2.53%
17,315
-121
8
$2.75M 2.44%
52,114
-60
9
$2.65M 2.36%
35,058
-15
10
$2.56M 2.28%
10,531
-80
11
$2.43M 2.16%
15,991
-1,197
12
$2.2M 1.96%
34,376
-339
13
$2.13M 1.89%
17,770
-60
14
$2.1M 1.86%
20,320
-540
15
$2.05M 1.82%
6,960
+7
16
$2.01M 1.78%
10,558
-67
17
$2M 1.78%
10,857
-53
18
$1.89M 1.68%
8,938
-95
19
$1.87M 1.66%
5,251
-80
20
$1.81M 1.61%
27,405
-205
21
$1.74M 1.55%
8,741
-91
22
$1.69M 1.5%
10,501
-66
23
$1.6M 1.42%
687
-14
24
$1.58M 1.41%
12,276
-27
25
$1.58M 1.4%
40,724
-720
1
2 3 4