SP

Saranac Partners Portfolio holdings

AUM $256M
1-Year Est. Return 18.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.11%
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 +$1.82M
2 +$1.01M
3 +$737K
4
B
Barrick Mining
B
+$683K
5
AMAT icon
Applied Materials
AMAT
+$579K

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
in Stake
Capital Flow
76
-99,392
77
-1,784