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
$222M
AUM Growth
-$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1 +$347K
2 +$346K
3 +$249K
4
ALL icon
Allstate
ALL
+$233K
5
HON icon
Honeywell
HON
+$206K

Top Sells

1 +$336K
2 +$316K
3 +$259K
4
WFC icon
Wells Fargo
WFC
+$200K
5
PFE icon
Pfizer
PFE
+$166K

Sector Composition

1 Technology 26.55%
2 Healthcare 15.4%
3 Financials 12.6%
4 Communication Services 9.55%
5 Industrials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
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177
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178
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179
-720
180
-30
181
-400
182
$0 ﹤0.01%
6
183
-400
184
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185
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186
-7