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
276
$11K 0.01%
200
277
$11K 0.01%
300
278
$11K 0.01%
292
279
$10K 0.01%
125
280
$10K 0.01%
952
281
$9K 0.01%
338
282
$9K 0.01%
312
+1
283
$9K 0.01%
400
284
$9K 0.01%
100
285
$9K 0.01%
600
286
$9K 0.01%
476
287
$9K 0.01%
400
288
$8K 0.01%
200
289
$8K 0.01%
250
290
$8K 0.01%
200
-100
291
$7K 0.01%
137
+1
292
$7K 0.01%
400
293
$6K 0.01%
1,902
294
$6K 0.01%
301
295
$6K 0.01%
60
296
$6K 0.01%
550
297
$6K 0.01%
169
298
$6K 0.01%
148
299
$6K 0.01%
137
300
$6K 0.01%
127