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
$197M
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$2.04M
2 +$1.94M
3 +$1.17M
4
FI icon
Fiserv
FI
+$1.02M
5
WBD icon
Warner Bros
WBD
+$210K

Top Sells

1 +$1.56M
2 +$755K
3 +$544K
4
COR icon
Cencora
COR
+$514K
5
AAPL icon
Apple
AAPL
+$426K

Sector Composition

1 Technology 27.43%
2 Healthcare 15.59%
3 Financials 12.2%
4 Industrials 8.76%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$0 ﹤0.01%
6
177
-1,307
178
-205