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
$232M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$122K
2 +$114K
3 +$112K
4
PYPL icon
PayPal
PYPL
+$110K
5
ALL icon
Allstate
ALL
+$82.4K

Top Sells

1 +$188K
2 +$125K
3 +$96.4K
4
AAPL icon
Apple
AAPL
+$92.7K
5
XOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$20K 0.01%
400
152
$19K 0.01%
416
153
$18K 0.01%
620
154
$16K 0.01%
1,000
155
$16K 0.01%
506
156
$15K 0.01%
100
157
$14K 0.01%
575
158
$13K 0.01%
642
159
$12K 0.01%
1,500
160
$11K ﹤0.01%
125
161
$9K ﹤0.01%
119
+89
162
$9K ﹤0.01%
40
163
$8K ﹤0.01%
770
164
$7K ﹤0.01%
205
165
$6K ﹤0.01%
65
166
$6K ﹤0.01%
265
167
$5K ﹤0.01%
41
168
$5K ﹤0.01%
90
169
$4K ﹤0.01%
+18
170
$2K ﹤0.01%
11
171
$2K ﹤0.01%
31
172
$2K ﹤0.01%
149
173
$2K ﹤0.01%
1,307
174
$1K ﹤0.01%
+30
175
$1K ﹤0.01%
10