SRIM

Saratoga Research & Investment Management Portfolio holdings

AUM $1.92B
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$4.23M
3
+$3.61M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.47M
5
AAPL icon
Apple
AAPL
+$2.29M

Top Sells

1
+$17.9M
2
+$13.1M
3
+$4.44M
4
MDT icon
Medtronic
MDT
+$2.46M
5
BDX icon
Becton Dickinson
BDX
+$2.25M

Sector Composition

1 Technology 29.5%
2 Healthcare 20.95%
3 Consumer Staples 18.45%
4 Industrials 14.39%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$251K 0.02%
2,840
52
$244K 0.02%
5,000
+400
53
$243K 0.02%
5,950
54
$217K 0.02%
1
55
$214K 0.02%
2,040
1 2
3