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SC

Searle & Co Portfolio holdings

AUM $398M
1-Year Est. Return 23.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.97%
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 8.84%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$0 ﹤0.01%
40
377
-14,434
378
$0 ﹤0.01%
25
379
-263
380
-580
381
-149
382
$0 ﹤0.01%
150
383
$0 ﹤0.01%
200
384
-2,800
385
-16,400