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
101
$202K 0.09%
530
102
$191K 0.08%
2,042
103
$185K 0.08%
1,130
104
$181K 0.08%
2,161
105
$180K 0.08%
2,670
106
$177K 0.08%
3,053
107
$176K 0.08%
3,389
108
$176K 0.08%
2,600
109
$152K 0.07%
3,750
110
$148K 0.06%
3,588
111
$135K 0.06%
715
+585
112
$125K 0.05%
5,700
113
$112K 0.05%
+970
114
$105K 0.05%
916
115
$104K 0.04%
425
116
$101K 0.04%
1,525
+1,015
117
$100K 0.04%
451
118
$99K 0.04%
1,900
119
$94K 0.04%
1,030
120
$93K 0.04%
479
121
$93K 0.04%
1,085
122
$92K 0.04%
500
123
$81K 0.04%
598
124
$78K 0.03%
1,650
125
$73K 0.03%
416
-14