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SP
Saranac Partners Portfolio holdings
AUM
$231M
1-Year Est. Return
14.67%
This Fund
S&P 500
1 Year Est. Return
+14.67%
AUM
$231M
AUM Growth
-$24.5M
(-9.6%)
Holding
103
Top Buys
| 1 | +$15.7M | |
| 2 | +$6.67M | |
| 3 | +$5.11M | |
| 4 |
Johnson & Johnson
JNJ
|
+$3.26M |
| 5 |
Danaher
DHR
|
+$2.28M |
Top Sells
| 1 | +$4.88M | |
| 2 | +$3.4M | |
| 3 | +$2.99M | |
| 4 |
Walmart Inc
WMT
|
+$2.64M |
| 5 |
Ametek
AME
|
+$2.06M |
Sector Composition
| 1 | Technology | 30.56% |
| 2 | Healthcare | 14.53% |
| 3 | Financials | 12.68% |
| 4 | Consumer Discretionary | 11.13% |
| 5 | Industrials | 8.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
S&P Global
SPGI
$121B
| – | – |
-2,305
|
|
||
102
Trupanion
TRUP
$1.11B
| – | – |
-24,420
|
|
||
103
Tesla
TSLA
$1.43T
| – | – |
0
|
|