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
376
-2,800
377
-16,400
378
-1,000
379
$0 ﹤0.01%
25
380
-5,500
381
-2,300
382
$0 ﹤0.01%
2
383
-2,000
384
-9,042
385
-1,500