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
$201M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$628K
3 +$400K
4
QCOM icon
Qualcomm
QCOM
+$172K
5
ALL icon
Allstate
ALL
+$144K

Top Sells

1 +$492K
2 +$289K
3 +$246K
4
AAPL icon
Apple
AAPL
+$189K
5
SYY icon
Sysco
SYY
+$169K

Sector Composition

1 Technology 23.83%
2 Healthcare 15.86%
3 Financials 12.6%
4 Communication Services 10.1%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$8K ﹤0.01%
90
152
$6K ﹤0.01%
65
153
$6K ﹤0.01%
42
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$5K ﹤0.01%
41
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$4K ﹤0.01%
+15
156
$4K ﹤0.01%
100
-280
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$4K ﹤0.01%
+65
158
$4K ﹤0.01%
+20
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$4K ﹤0.01%
15
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$3K ﹤0.01%
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$3K ﹤0.01%
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$2K ﹤0.01%
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$2K ﹤0.01%
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+46
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$2K ﹤0.01%
1,307
166
$1K ﹤0.01%
22
167
$0 ﹤0.01%
+6
168
$0 ﹤0.01%
+6
169
-1,650