SF
Sarofim Fayez Portfolio holdings
AUM
$20.5B
This Quarter Return
+2.4%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$20.5B
AUM Growth
–
Cap. Flow
+$20.5B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.8%
Holding
233
New
233
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Philip Morris
PM
|
$1.73B |
| 2 |
Exxon Mobil
XOM
|
$1.39B |
| 3 |
Coca-Cola
KO
|
$1.27B |
| 4 |
Chevron
CVX
|
$941M |
| 5 |
Altria Group
MO
|
$709M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 29.67% |
| 2 | Energy | 25.65% |
| 3 | Financials | 11.32% |
| 4 | Healthcare | 9.87% |
| 5 | Technology | 9.4% |
