SC

Sawyer & Company Portfolio holdings

AUM $265M
1-Year Est. Return 14.75%
This Fund
S&P 500
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 +$1.6K

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
BROS icon
176
Dutch Bros
BROS
$6.91B
$2K ﹤0.01%
30
GD icon
177
General Dynamics
GD
$94.9B
$2K ﹤0.01%
8
NCLH icon
178
Norwegian Cruise Line
NCLH
$10B
$2K ﹤0.01%
100
QS icon
179
QuantumScape Corp
QS
$5.32B
$2K ﹤0.01%
265
SN icon
180
SharkNinja
SN
$16.7B
$2K ﹤0.01%
20
UNH icon
181
UnitedHealth
UNH
$260B
$2K ﹤0.01%
6
RIO icon
182
Rio Tinto
RIO
$182B
$1K ﹤0.01%
25
SFM icon
183
Sprouts Farmers Market
SFM
$6.9B
$1K ﹤0.01%
7
TMO icon
184
Thermo Fisher Scientific
TMO
$217B
$1K ﹤0.01%
3
UPST icon
185
Upstart Holdings
UPST
$3.82B
$1K ﹤0.01%
17
DKNG icon
186
DraftKings
DKNG
$13.7B
$0 ﹤0.01%
7