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
$153M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$358K
2 +$358K
3 +$308K
4
CSCO icon
Cisco
CSCO
+$304K
5
RSG icon
Republic Services
RSG
+$297K

Top Sells

1 +$548K
2 +$268K
3 +$215K
4
KHC icon
Kraft Heinz
KHC
+$186K
5
AAPL icon
Apple
AAPL
+$137K

Sector Composition

1 Technology 22.25%
2 Healthcare 16.35%
3 Consumer Staples 12.24%
4 Communication Services 10.03%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-130
177
-4,327
178
-429
179
-207
180
-20,725
181
$0 ﹤0.01%
6
182
-31
183
$0 ﹤0.01%
+255
184
-1,440
185
-1,000