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
$153M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$197K
2 +$196K
3 +$148K
4
MRK icon
Merck
MRK
+$134K
5
MDT icon
Medtronic
MDT
+$130K

Top Sells

1 +$227K
2 +$117K
3 +$63.5K
4
FDX icon
FedEx
FDX
+$51.1K
5
COR icon
Cencora
COR
+$42.6K

Sector Composition

1 Technology 21.67%
2 Healthcare 15.86%
3 Consumer Staples 11.71%
4 Communication Services 9.48%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$24K 0.02%
412
152
$24K 0.02%
+531
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$23K 0.02%
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154
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429
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$22K 0.01%
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$12K 0.01%
154
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$12K 0.01%
500