We are live on ! Find out more
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
$552M
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$3.21M
3
+$984K
4
TTE icon
TotalEnergies
TTE
+$685K
5
AAPL icon
Apple
AAPL
+$663K

Top Sells

1
+$4.72M
2
+$2.26M
3
+$1.69M
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 5.48%
4 Consumer Discretionary 3.6%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$54.8K 0.01%
+90
127
$53K 0.01%
+310
128
$52.2K 0.01%
+1,217
129
$44.4K 0.01%
+90
130
$39.8K 0.01%
+168
131
$39.6K 0.01%
830
-6,050
132
$37.7K 0.01%
+231
133
$37.3K 0.01%
+136
134
$37K 0.01%
+122
135
$33.2K 0.01%
+725
136
$32.4K 0.01%
+915
137
$30.2K 0.01%
+361
138
$30.1K 0.01%
+196
139
$29.5K 0.01%
+62
140
$29.1K 0.01%
+340
141
$27.8K 0.01%
+750
142
$26.7K ﹤0.01%
+113
143
$25K ﹤0.01%
+290
144
$23.8K ﹤0.01%
+750
145
$19.9K ﹤0.01%
+1,118
146
$19.4K ﹤0.01%
+230
147
$16.3K ﹤0.01%
+173
148
$14.8K ﹤0.01%
+1,200
149
$7.99K ﹤0.01%
+57
150
$6.68K ﹤0.01%
+66
3 4 5
6
7