SC
Sawyer & Company Portfolio holdings
AUM
$265M
This Quarter Return
+10.83%
1 Year Return
+16.79%
3 Year Return
+72.67%
5 Year Return
+133.4%
10 Year Return
–
AUM
$232M
AUM Growth
+$232M
(+9.3%)
Cap. Flow
-$594K
Cap. Flow
% of AUM
-0.26%
Top 10 Holdings %
Top 10 Hldgs %
32.2%
Holding
190
New
3
Increased
26
Reduced
59
Closed
12
Top Buys
| 1 |
FedEx
FDX
|
$122K |
| 2 |
International Flavors & Fragrances
IFF
|
$114K |
| 3 |
VMW
VMware, Inc
VMW
|
$112K |
| 4 |
PayPal
PYPL
|
$110K |
| 5 |
Allstate
ALL
|
$82.4K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$188K |
| 2 |
Wells Fargo
WFC
|
$125K |
| 3 |
AT&T
T
|
$96.4K |
| 4 |
Apple
AAPL
|
$92.7K |
| 5 |
Exxon Mobil
XOM
|
$92K |
Sector Composition
| 1 | Technology | 27.35% |
| 2 | Healthcare | 14.93% |
| 3 | Financials | 11.33% |
| 4 | Communication Services | 10.07% |
| 5 | Industrials | 8.76% |
