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
301
$6K 0.01%
77
302
$6K 0.01%
333
+1
303
$6K 0.01%
+1,000
304
$6K 0.01%
75
305
$6K 0.01%
57
-4
306
$6K 0.01%
256
307
$5K ﹤0.01%
500
308
$5K ﹤0.01%
4
309
$5K ﹤0.01%
107
+1
310
$5K ﹤0.01%
1,000
311
$5K ﹤0.01%
200
+1
312
$4K ﹤0.01%
233
+1
313
$4K ﹤0.01%
600
314
$4K ﹤0.01%
2
315
$4K ﹤0.01%
1,500
316
$4K ﹤0.01%
300
317
$3K ﹤0.01%
203
318
$3K ﹤0.01%
277
319
$3K ﹤0.01%
54
-3,000
320
$3K ﹤0.01%
300
321
$3K ﹤0.01%
317
322
$3K ﹤0.01%
54
323
$3K ﹤0.01%
88
324
$2K ﹤0.01%
93
325
$2K ﹤0.01%
330
-1