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
$232M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$122K
2
+$114K
3
+$112K
4
PYPL icon
PayPal
PYPL
+$110K
5
ALL icon
Allstate
ALL
+$82.4K

Top Sells

1
+$188K
2
+$125K
3
+$96.4K
4
AAPL icon
Apple
AAPL
+$92.7K
5
XOM icon
Exxon Mobil
XOM
+$92K

Sector Composition

1 Technology 27.35%
2 Healthcare 14.93%
3 Financials 11.33%
4 Communication Services 10.07%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.9M 1.25%
18,714
+493
27
$2.83M 1.22%
20,903
-106
28
$2.79M 1.21%
23,118
-97
29
$2.7M 1.17%
14,762
+152
30
$2.7M 1.16%
20,289
-99
31
$2.65M 1.14%
25,698
-318
32
$2.65M 1.14%
41,780
+490
33
$2.62M 1.13%
141,228
-5,191
34
$2.58M 1.11%
35,734
-84
35
$2.47M 1.06%
6,861
-18
36
$2.45M 1.06%
9,655
+145
37
$2.43M 1.05%
39,733
-1,503
38
$2.33M 1.01%
22,557
-84
39
$2.32M 1%
24,918
-142
40
$2.28M 0.98%
13,931
-227
41
$2.26M 0.97%
24,101
+252
42
$2.24M 0.97%
19,028
+700
43
$1.98M 0.86%
25,891
-225
44
$1.96M 0.85%
7,262
-21
45
$1.9M 0.82%
5,080
-10
46
$1.79M 0.77%
8,722
+67
47
$1.72M 0.74%
9,951
-26
48
$1.67M 0.72%
28,196
-205
49
$1.66M 0.72%
11,500
-1,300
50
$1.54M 0.66%
18,039
-39
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