SC

Sawyer & Company Portfolio holdings

AUM $265M
1-Year Est. Return 14.75%
This Quarter Est. Return
1 Year Est. Return
+14.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$197K
2
+$196K
3
+$148K
4
MRK icon
Merck
MRK
+$134K
5
MDT icon
Medtronic
MDT
+$130K

Top Sells

1
+$227K
2
+$117K
3
+$63.5K
4
FDX icon
FedEx
FDX
+$51.1K
5
COR icon
Cencora
COR
+$42.6K

Sector Composition

1 Technology 21.67%
2 Healthcare 15.86%
3 Consumer Staples 11.71%
4 Communication Services 9.48%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.18%
13,532
-31
27
$1.71M 1.12%
26,395
28
$1.65M 1.08%
8,465
29
$1.65M 1.08%
15,172
+265
30
$1.57M 1.03%
17,210
31
$1.57M 1.03%
24,033
32
$1.54M 1.01%
19,720
+365
33
$1.53M 1%
37,515
-500
34
$1.48M 0.97%
22,124
-250
35
$1.47M 0.96%
26,040
36
$1.42M 0.93%
13,576
37
$1.4M 0.91%
24,087
+2,321
38
$1.37M 0.89%
31,820
39
$1.35M 0.89%
18,115
40
$1.34M 0.88%
27,213
41
$1.33M 0.87%
4,320
-35
42
$1.33M 0.87%
15,881
-436
43
$1.33M 0.87%
23,800
44
$1.3M 0.85%
39,490
45
$1.29M 0.85%
18,710
46
$1.2M 0.79%
19,838
47
$1.13M 0.74%
26,230
48
$1.11M 0.72%
11,535
49
$1.09M 0.72%
6,445
50
$1.07M 0.7%
4,715
-225
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