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
$203M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$2.75M
2 +$383K
3 +$191K
4
G icon
Genpact
G
+$104K
5
DUK icon
Duke Energy
DUK
+$86K

Top Sells

1 +$590K
2 +$399K
3 +$362K
4
VZ icon
Verizon
VZ
+$309K
5
ECL icon
Ecolab
ECL
+$268K

Sector Composition

1 Technology 27.11%
2 Healthcare 14.97%
3 Financials 13.15%
4 Industrials 9.03%
5 Consumer Discretionary 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$2K ﹤0.01%
25
177
$2K ﹤0.01%
265
178
$2K ﹤0.01%
149
179
$2K ﹤0.01%
18
180
$1K ﹤0.01%
+60
181
$1K ﹤0.01%
10
182
-2,761
183
$0 ﹤0.01%
+1
184
-5,318
185
-41
186
$0 ﹤0.01%
6
187
$0 ﹤0.01%
+7
188
-90