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
$155M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$569K
3
+$568K
4
HD icon
Home Depot
HD
+$460K
5
CSCO icon
Cisco
CSCO
+$400K

Top Sells

1
+$1.94M
2
+$901K
3
+$222K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$219K
5
SLB icon
SLB Ltd
SLB
+$177K

Sector Composition

1 Technology 24.77%
2 Healthcare 15.95%
3 Communication Services 10.67%
4 Consumer Staples 9.3%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16K 0.01%
1,000
152
$15K 0.01%
423
153
$14K 0.01%
58
154
$13K 0.01%
432
155
$12K 0.01%
100
156
$11K 0.01%
125
157
$11K 0.01%
205
158
$9K 0.01%
255
159
$8K 0.01%
26
160
$8K 0.01%
594
161
$7K ﹤0.01%
104
162
$7K ﹤0.01%
154
163
$6K ﹤0.01%
65
164
$6K ﹤0.01%
62
165
$5K ﹤0.01%
41
166
$4K ﹤0.01%
15
167
$3K ﹤0.01%
31
168
$3K ﹤0.01%
40
169
$3K ﹤0.01%
191
170
$2K ﹤0.01%
22
171
$2K ﹤0.01%
11
172
$2K ﹤0.01%
44
173
$2K ﹤0.01%
149
174
$2K ﹤0.01%
1,307
175
$2K ﹤0.01%
51
4 5 6
7
8