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
$152M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$5.97M
3
+$5.38M
4
INTC icon
Intel
INTC
+$4.96M
5
T icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18K 0.01%
+250
152
$17K 0.01%
+747
153
$15K 0.01%
+295
154
$15K 0.01%
+500
155
$14K 0.01%
+104
156
$14K 0.01%
+506
157
$14K 0.01%
+1,000
158
$14K 0.01%
+1,000
159
$14K 0.01%
+432
160
$14K 0.01%
+255
161
$12K 0.01%
+200
162
$12K 0.01%
+100
163
$12K 0.01%
+104
164
$10K 0.01%
+125
165
$9K 0.01%
+850
166
$9K 0.01%
+225
167
$7K ﹤0.01%
+104
168
$5K ﹤0.01%
+113
169
$4K ﹤0.01%
+26
170
$4K ﹤0.01%
+62
171
$4K ﹤0.01%
+93
172
$3K ﹤0.01%
+15
173
$3K ﹤0.01%
+20
174
$3K ﹤0.01%
+130
175
$3K ﹤0.01%
+31
4 5 6
7
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