SC
Sawyer & Company Portfolio holdings
AUM
$265M
1-Year Return
16.79%
This Quarter Return
+7.98%
1 Year Return
+16.79%
3 Year Return
+72.67%
5 Year Return
+133.4%
10 Year Return
–
AUM
$164M
AUM Growth
+$10.9M
(+7.1%)
Cap. Flow
+$10.3K
Cap. Flow
% of AUM
0.01%
Top 10 Holdings %
Top 10 Hldgs %
32.64%
Holding
201
New
3
Increased
31
Reduced
60
Closed
6
Top Buys
| 1 |
3M
MMM
|
+$636K |
| 2 |
Starbucks
SBUX
|
+$494K |
| 3 |
Eversource Energy
ES
|
+$439K |
| 4 |
Duke Energy
DUK
|
+$385K |
| 5 |
Republic Services
RSG
|
+$357K |
Top Sells
| 1 |
Apple
AAPL
|
+$976K |
| 2 |
Microsoft
MSFT
|
+$276K |
| 3 |
DuPont de Nemours
DD
|
+$247K |
| 4 |
Ovintiv
OVV
|
+$236K |
| 5 |
Eastman Chemical
EMN
|
+$233K |
Sector Composition
| 1 | Technology | 21.79% |
| 2 | Healthcare | 17.15% |
| 3 | Consumer Staples | 11.34% |
| 4 | Industrials | 9.78% |
| 5 | Communication Services | 9.36% |
