SC
Sawyer & Company Portfolio holdings
AUM
$265M
This Quarter Return
+12.52%
1 Year Return
+16.79%
3 Year Return
+72.67%
5 Year Return
+133.4%
10 Year Return
–
AUM
$203M
AUM Growth
+$203M
(+11%)
Cap. Flow
+$48.1K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
29.49%
Holding
190
New
18
Increased
29
Reduced
59
Closed
4
Top Buys
| 1 |
Nike
NKE
|
$2.75M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$383K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$191K |
| 4 |
Genpact
G
|
$104K |
| 5 |
Duke Energy
DUK
|
$86K |
Top Sells
| 1 |
Dentsply Sirona
XRAY
|
$590K |
| 2 |
Cigna
CI
|
$399K |
| 3 |
Southern Company
SO
|
$362K |
| 4 |
Verizon
VZ
|
$309K |
| 5 |
Ecolab
ECL
|
$268K |
Sector Composition
| 1 | Technology | 27.11% |
| 2 | Healthcare | 14.97% |
| 3 | Financials | 13.15% |
| 4 | Industrials | 9.03% |
| 5 | Consumer Discretionary | 8.78% |
