SC
Sawyer & Company Portfolio holdings
AUM
$265M
1-Year Return
16.79%
This Quarter Return
+3.73%
1 Year Return
+16.79%
3 Year Return
+72.67%
5 Year Return
+133.4%
10 Year Return
–
AUM
$153M
AUM Growth
+$4.95M
(+3.3%)
Cap. Flow
+$606K
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
32.62%
Holding
201
New
2
Increased
21
Reduced
28
Closed
3
Top Buys
| 1 |
Duke Energy
DUK
|
+$197K |
| 2 |
Eversource Energy
ES
|
+$196K |
| 3 |
Kimberly-Clark
KMB
|
+$148K |
| 4 |
Merck
MRK
|
+$134K |
| 5 |
Medtronic
MDT
|
+$130K |
Top Sells
| 1 |
Keurig Dr Pepper
KDP
|
+$227K |
| 2 |
Wells Fargo
WFC
|
+$117K |
| 3 |
NBL
Noble Energy, Inc.
NBL
|
+$63.5K |
| 4 |
FedEx
FDX
|
+$51.1K |
| 5 |
Cencora
COR
|
+$42.6K |
Sector Composition
| 1 | Technology | 21.67% |
| 2 | Healthcare | 15.86% |
| 3 | Consumer Staples | 11.71% |
| 4 | Communication Services | 9.48% |
| 5 | Industrials | 8.8% |
