SP

Saranac Partners Portfolio holdings

AUM $552M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$552M
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$5.25M
2 +$2.9M
3 +$1.02M
4
AAPL icon
Apple
AAPL
+$748K
5
TTE icon
TotalEnergies
TTE
+$676K

Top Sells

1 +$4.72M
2 +$2.5M
3 +$1.56M
4
B
Barrick Mining
B
+$675K
5
BAC icon
Bank of America
BAC
+$574K

Sector Composition

1 Technology 13.84%
2 Financials 5.53%
3 Healthcare 5.32%
4 Consumer Discretionary 3.6%
5 Industrials 3.35%