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SP

Saranac Partners Portfolio holdings

AUM $231M
1-Year Est. Return 14.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.3M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.02M
3
+$717K
4
B
Barrick Mining
B
+$654K
5
AMAT icon
Applied Materials
AMAT
+$588K

Top Sells

1
+$10M
2
+$6.73M
3
+$6.09M
4
TJX icon
TJX Companies
TJX
+$5.87M
5
UNH icon
UnitedHealth
UNH
+$5.73M

Sector Composition

1 Technology 33.83%
2 Healthcare 25.87%
3 Industrials 16.36%
4 Communication Services 13.06%
5 Consumer Discretionary 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
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