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
$250M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$401K
3
+$148K
4
CVX icon
Chevron
CVX
+$120K
5
CSCO icon
Cisco
CSCO
+$106K

Top Sells

1
+$8.46M
2
+$535K
3
+$188K
4
CDW icon
CDW
CDW
+$138K
5
ETN icon
Eaton
ETN
+$104K

Sector Composition

1 Technology 31.52%
2 Healthcare 13.4%
3 Financials 12.59%
4 Consumer Discretionary 9.34%
5 Communication Services 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$49.5K 0.02%
1,314
127
$48K 0.02%
1,100
-324
128
$45.8K 0.02%
749
129
$45.3K 0.02%
260
130
$42K 0.02%
600
-810
131
$38.9K 0.02%
263
-65
132
$38.1K 0.02%
133
133
$35.8K 0.01%
59
+10
134
$30.4K 0.01%
58
135
$30.2K 0.01%
1,000
+900
136
$30.1K 0.01%
1,206
137
$29.9K 0.01%
500
138
$29.5K 0.01%
848
139
$29.3K 0.01%
158
140
$27.5K 0.01%
300
141
$26.3K 0.01%
270
142
$23.6K 0.01%
1,500
143
$19.8K 0.01%
259
144
$19.4K 0.01%
325
145
$18.5K 0.01%
249
146
$18.4K 0.01%
281
147
$17.7K 0.01%
1,000
148
$16.3K 0.01%
100
149
$16K 0.01%
2,725
150
$15.1K 0.01%
1,000
4 5
6
7 8