SC

Searle & Co Portfolio holdings

AUM $354M
1-Year Est. Return 16.26%
This Quarter Est. Return
1 Year Est. Return
+16.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 24.9%
2 Energy 17.79%
3 Industrials 9.56%
4 Technology 8.85%
5 Financials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$18K 0.02%
2,000
252
$17K 0.01%
750
253
$17K 0.01%
50,000
254
$16K 0.01%
400
255
$16K 0.01%
235
256
$16K 0.01%
400
257
$16K 0.01%
200
258
$16K 0.01%
2,067
259
$16K 0.01%
333
260
$16K 0.01%
233
261
$15K 0.01%
267
+1
262
$14K 0.01%
675
-200
263
$14K 0.01%
300
264
$14K 0.01%
338
265
$14K 0.01%
289
266
$14K 0.01%
1,195
+2
267
$14K 0.01%
1,000
268
$13K 0.01%
900
269
$13K 0.01%
300
270
$13K 0.01%
574
271
$12K 0.01%
1,000
272
$12K 0.01%
287
+1
273
$12K 0.01%
81
274
$12K 0.01%
1,100
275
$11K 0.01%
2,065