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
51
$1.53M 0.66%
27,479
-101
52
$1.53M 0.66%
8,574
-206
53
$1.51M 0.65%
10,800
-305
54
$1.48M 0.64%
27,795
+725
55
$1.44M 0.62%
6,269
-17
56
$1.44M 0.62%
28,570
-225
57
$1.38M 0.6%
28,825
-2,615
58
$1.33M 0.58%
11,373
-377
59
$1.33M 0.58%
22,864
-966
60
$1.24M 0.53%
11,790
61
$1.23M 0.53%
4,750
+470
62
$1.17M 0.51%
8,421
63
$1.09M 0.47%
7,610
64
$1.07M 0.46%
33,322
-240
65
$1.03M 0.45%
14,183
66
$967K 0.42%
3,740
67
$941K 0.41%
6,333
-179
68
$918K 0.4%
1,771
-20
69
$894K 0.39%
11,124
-485
70
$862K 0.37%
15,194
-49
71
$829K 0.36%
5,505
+760
72
$827K 0.36%
6,184
-284
73
$770K 0.33%
1,763
-153
74
$695K 0.3%
15,622
+522
75
$632K 0.27%
13,444
-753
1 2
3
4 5