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
$270M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$2.89M
2 +$615K
3 +$186K
4
GPC icon
Genuine Parts
GPC
+$111K
5
CVX icon
Chevron
CVX
+$103K

Top Sells

1 +$563K
2 +$445K
3 +$379K
4
COR icon
Cencora
COR
+$280K
5
CL icon
Colgate-Palmolive
CL
+$195K

Sector Composition

1 Technology 35.09%
2 Healthcare 12.43%
3 Financials 10.73%
4 Consumer Discretionary 9.14%
5 Industrials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$4K ﹤0.01%
20
177
$4K ﹤0.01%
140
178
$4K ﹤0.01%
100
179
$4K ﹤0.01%
+230
180
$3K ﹤0.01%
+40
181
$3K ﹤0.01%
+49
182
$3K ﹤0.01%
400
183
$3K ﹤0.01%
+43
184
$2K ﹤0.01%
+19
185
$2K ﹤0.01%
7
186
$2K ﹤0.01%
265
187
$2K ﹤0.01%
25
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2
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6
192
$0 ﹤0.01%
3
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$0 ﹤0.01%
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$0 ﹤0.01%
7
198
$0 ﹤0.01%
3
199
-145