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
$265M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.62K

Sector Composition

1 Technology 36.67%
2 Healthcare 12.75%
3 Financials 11.47%
4 Communication Services 9.1%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UNH icon
176
UnitedHealth
UNH
$309B
$2K ﹤0.01%
6
SN icon
177
SharkNinja
SN
$12.1B
$2K ﹤0.01%
20
QS icon
178
QuantumScape
QS
$11.1B
$2K ﹤0.01%
265
NCLH icon
179
Norwegian Cruise Line
NCLH
$10.2B
$2K ﹤0.01%
100
GD icon
180
General Dynamics
GD
$93.2B
$2K ﹤0.01%
8
BROS icon
181
Dutch Bros
BROS
$7.05B
$2K ﹤0.01%
30
UPST icon
182
Upstart Holdings
UPST
$4.57B
$1K ﹤0.01%
17
TMO icon
183
Thermo Fisher Scientific
TMO
$214B
$1K ﹤0.01%
3
SFM icon
184
Sprouts Farmers Market
SFM
$7.69B
$1K ﹤0.01%
7
RIO icon
185
Rio Tinto
RIO
$117B
$1K ﹤0.01%
25
DKNG icon
186
DraftKings
DKNG
$15.2B
$0 ﹤0.01%
7