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
$219M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$9.64M
3 +$2.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.41M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$546K

Top Sells

1 +$544K
2 +$233K
3 +$219K
4
FAST icon
Fastenal
FAST
+$198K
5
MRK icon
Merck
MRK
+$193K

Sector Composition

1 Technology 30.19%
2 Healthcare 13.85%
3 Financials 12.06%
4 Consumer Discretionary 9.07%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,410
177
-260
178
-415
179
-165