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
$201M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$628K
3
+$400K
4
QCOM icon
Qualcomm
QCOM
+$172K
5
ALL icon
Allstate
ALL
+$144K

Top Sells

1
+$492K
2
+$289K
3
+$246K
4
AAPL icon
Apple
AAPL
+$189K
5
SYY icon
Sysco
SYY
+$169K

Sector Composition

1 Technology 23.83%
2 Healthcare 15.86%
3 Financials 12.6%
4 Communication Services 10.1%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.64%
9,997
52
$1.27M 0.63%
32,530
-175
53
$1.27M 0.63%
5,135
54
$1.24M 0.62%
24,185
-90
55
$1.23M 0.61%
4,315
-50
56
$1.14M 0.57%
11,835
-285
57
$1.13M 0.56%
10,785
-25
58
$1.13M 0.56%
26,380
+905
59
$1.09M 0.54%
15,782
-810
60
$1.06M 0.53%
7,610
-25
61
$1.05M 0.52%
6,512
-78
62
$1.02M 0.51%
28,141
+324
63
$980K 0.49%
15,326
-192
64
$955K 0.48%
37,982
-2,178
65
$936K 0.47%
18,281
66
$856K 0.43%
2,134
-82
67
$837K 0.42%
8,421
-115
68
$820K 0.41%
2,785
+15
69
$815K 0.41%
6,395
-3,863
70
$735K 0.37%
3,865
-150
71
$718K 0.36%
10,358
-41
72
$704K 0.35%
1,933
+207
73
$680K 0.34%
17,574
74
$658K 0.33%
4,715
75
$626K 0.31%
8,099
-54
1 2
3
4 5