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
$265M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.62K

Sector Composition

1 Technology 36.67%
2 Healthcare 12.75%
3 Financials 11.47%
4 Communication Services 9.1%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMD icon
151
Advanced Micro Devices
AMD
$421B
$9K ﹤0.01%
65
TSN icon
152
Tyson Foods
TSN
$18.4B
$7K ﹤0.01%
125
IWM icon
153
iShares Russell 2000 ETF
IWM
$70.4B
$6K ﹤0.01%
30
IJK icon
154
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.25B
$6K ﹤0.01%
71
SYK icon
155
Stryker
SYK
$137B
$5K ﹤0.01%
13
SOXX icon
156
iShares Semiconductor ETF
SOXX
$16.8B
$5K ﹤0.01%
21
SHY icon
157
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$5K ﹤0.01%
65
SDGR icon
158
Schrodinger
SDGR
$1.51B
$5K ﹤0.01%
230
GM icon
159
General Motors
GM
$63.6B
$5K ﹤0.01%
100
GLW icon
160
Corning
GLW
$70.7B
$5K ﹤0.01%
87
BLK icon
161
Blackrock
BLK
$166B
$5K ﹤0.01%
5
SPYG icon
162
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.1B
$4K ﹤0.01%
38
GNRC icon
163
Generac Holdings
GNRC
$9.61B
$4K ﹤0.01%
30
EOG icon
164
EOG Resources
EOG
$57.7B
$4K ﹤0.01%
35
XLV icon
165
Health Care Select Sector SPDR Fund
XLV
$35.6B
$3K ﹤0.01%
23
XLP icon
166
Consumers Staples Select Sector SPDR Fund
XLP
$14.8B
$3K ﹤0.01%
37
STZ icon
167
Constellation Brands
STZ
$22.9B
$3K ﹤0.01%
18
SPGI icon
168
S&P Global
SPGI
$150B
$3K ﹤0.01%
5
ROK icon
169
Rockwell Automation
ROK
$41B
$3K ﹤0.01%
10
QQQ icon
170
Invesco QQQ Trust
QQQ
$402B
$3K ﹤0.01%
6
MGK icon
171
Vanguard Mega Cap Growth ETF
MGK
$32.4B
$3K ﹤0.01%
7
INSP icon
172
Inspire Medical Systems
INSP
$2.18B
$3K ﹤0.01%
24
IEFA icon
173
iShares Core MSCI EAFE ETF
IEFA
$157B
$3K ﹤0.01%
40
APD icon
174
Air Products & Chemicals
APD
$53.3B
$3K ﹤0.01%
12
ALB icon
175
Albemarle
ALB
$11.4B
$3K ﹤0.01%
40