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
$232M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$122K
2
+$114K
3
+$112K
4
PYPL icon
PayPal
PYPL
+$110K
5
ALL icon
Allstate
ALL
+$82.4K

Top Sells

1
+$188K
2
+$125K
3
+$96.4K
4
AAPL icon
Apple
AAPL
+$92.7K
5
XOM icon
Exxon Mobil
XOM
+$92K

Sector Composition

1 Technology 27.35%
2 Healthcare 14.93%
3 Financials 11.33%
4 Communication Services 10.07%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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