SC
Sawyer & Company Portfolio holdings
AUM
$265M
This Quarter Return
+2.88%
1 Year Return
+16.79%
3 Year Return
+72.67%
5 Year Return
+133.4%
10 Year Return
–
AUM
$252M
AUM Growth
+$252M
(+0.54%)
Cap. Flow
+$7.33M
Cap. Flow
% of AUM
2.91%
Top 10 Holdings %
Top 10 Hldgs %
33.12%
Holding
187
New
15
Increased
31
Reduced
64
Closed
8
Top Buys
| 1 |
NVIDIA
NVDA
|
$8.61M |
| 2 |
Micron Technology
MU
|
$2.25M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.02M |
| 4 |
Exxon Mobil
XOM
|
$213K |
| 5 |
Public Storage
PSA
|
$150K |
Top Sells
| 1 |
Globe Life
GL
|
$2.65M |
| 2 |
Travelers Companies
TRV
|
$385K |
| 3 |
Wells Fargo
WFC
|
$198K |
| 4 |
Cigna
CI
|
$174K |
| 5 |
Eastman Chemical
EMN
|
$165K |
Sector Composition
| 1 | Technology | 34.39% |
| 2 | Healthcare | 12.93% |
| 3 | Financials | 10.58% |
| 4 | Consumer Discretionary | 8.95% |
| 5 | Communication Services | 8.84% |
