SC
Searle & Co Portfolio holdings
AUM
$354M
This Quarter Return
+1.04%
1 Year Return
+16.26%
3 Year Return
+62.13%
5 Year Return
+132.53%
10 Year Return
+233.89%
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.66%
Holding
377
New
375
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$7.93M |
| 2 |
Bank of America
BAC
|
$3.79M |
| 3 |
IBM
IBM
|
$3.74M |
| 4 |
Bristol-Myers Squibb
BMY
|
$3.72M |
| 5 |
Johnson & Johnson
JNJ
|
$3.65M |
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 | 8.47% |