SC
Sawyer & Company Portfolio holdings
AUM
$265M
This Quarter Return
+6.89%
1 Year Return
+16.79%
3 Year Return
+72.67%
5 Year Return
+133.4%
10 Year Return
–
AUM
$152M
AUM Growth
–
Cap. Flow
+$152M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.54%
Holding
188
New
188
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$7.84M |
| 2 |
Sysco
SYY
|
$5.97M |
| 3 |
Microsoft
MSFT
|
$5.38M |
| 4 |
Intel
INTC
|
$4.96M |
| 5 |
AT&T
T
|
$4.88M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.17% |
| 2 | Healthcare | 16.18% |
| 3 | Consumer Staples | 12% |
| 4 | Communication Services | 10.37% |
| 5 | Industrials | 9.26% |
