SC

Searle & Co Portfolio holdings

AUM $388M
1-Year Est. Return 20.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$7.99M
2 +$3.88M
3 +$3.68M
4
BAC icon
Bank of America
BAC
+$3.63M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.55M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 23.23%
2 Energy 19.3%
3 Industrials 9.54%
4 Technology 8.54%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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+61