SC
Sawyer & Company Portfolio holdings
AUM
$265M
This Quarter Return
+7.47%
1 Year Return
+16.79%
3 Year Return
+72.67%
5 Year Return
+133.4%
10 Year Return
–
AUM
$201M
AUM Growth
+$201M
(+2.4%)
Cap. Flow
+$734K
Cap. Flow
% of AUM
0.37%
Top 10 Holdings %
Top 10 Hldgs %
30.38%
Holding
171
New
14
Increased
21
Reduced
66
Closed
1
Top Buys
| 1 |
Oracle
ORCL
|
$2.02M |
| 2 |
Exxon Mobil
XOM
|
$628K |
| 3 |
ConocoPhillips
COP
|
$400K |
| 4 |
Qualcomm
QCOM
|
$172K |
| 5 |
Allstate
ALL
|
$144K |
Top Sells
| 1 |
IBM
IBM
|
$492K |
| 2 |
Microsoft
MSFT
|
$289K |
| 3 |
Intel
INTC
|
$246K |
| 4 |
Apple
AAPL
|
$189K |
| 5 |
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% |
