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
$152M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1 +$7.84M
2 +$5.97M
3 +$5.38M
4
INTC icon
Intel
INTC
+$4.96M
5
T icon
AT&T
T
+$4.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.17%
2 Healthcare 16.18%
3 Consumer Staples 12%
4 Communication Services 10.37%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$3K ﹤0.01%
+41
177
$3K ﹤0.01%
+51
178
$2K ﹤0.01%
+51
179
$2K ﹤0.01%
+31
180
$2K ﹤0.01%
+49
181
$2K ﹤0.01%
+40
182
$2K ﹤0.01%
+38
183
$2K ﹤0.01%
+11
184
$2K ﹤0.01%
+22
185
$2K ﹤0.01%
+135
186
$1K ﹤0.01%
+300
187
$0 ﹤0.01%
+9
188
$0 ﹤0.01%
+6