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
$155M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$569K
3 +$568K
4
HD icon
Home Depot
HD
+$460K
5
CSCO icon
Cisco
CSCO
+$400K

Top Sells

1 +$1.94M
2 +$901K
3 +$222K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$219K
5
SLB icon
SLB Ltd
SLB
+$177K

Sector Composition

1 Technology 24.77%
2 Healthcare 15.95%
3 Communication Services 10.67%
4 Consumer Staples 9.3%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-49
177
$0 ﹤0.01%
6
178
-23,585