SC
Sawyer & Company Portfolio holdings
AUM
$265M
This Quarter Return
+10.6%
1 Year Return
+16.79%
3 Year Return
+72.67%
5 Year Return
+133.4%
10 Year Return
–
AUM
$227M
AUM Growth
+$227M
(+5.8%)
Cap. Flow
-$5.39M
Cap. Flow
% of AUM
-2.38%
Top 10 Holdings %
Top 10 Hldgs %
30.04%
Holding
196
New
2
Increased
9
Reduced
85
Closed
13
Top Buys
| 1 |
Amgen
AMGN
|
$2.91M |
| 2 |
Arista Networks
ANET
|
$2.47M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$112K |
| 4 |
Chubb
CB
|
$76.4K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$60.9K |
Top Sells
| 1 |
Microsoft
MSFT
|
$908K |
| 2 |
Apple
AAPL
|
$644K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$424K |
| 4 |
Oracle
ORCL
|
$384K |
| 5 |
Salesforce
CRM
|
$373K |
Sector Composition
| 1 | Technology | 30.88% |
| 2 | Healthcare | 13.53% |
| 3 | Financials | 12.59% |
| 4 | Consumer Discretionary | 9.89% |
| 5 | Industrials | 8.11% |
