SC
Searle & Co Portfolio holdings
AUM
$354M
This Quarter Return
+6.47%
1 Year Return
+16.26%
3 Year Return
+62.13%
5 Year Return
+132.53%
10 Year Return
+233.89%
AUM
$354M
AUM Growth
+$354M
(+0.89%)
Cap. Flow
-$11M
Cap. Flow
% of AUM
-3.12%
Top 10 Holdings %
Top 10 Hldgs %
33.01%
Holding
186
New
10
Increased
15
Reduced
38
Closed
3
Top Buys
| 1 |
Adobe
ADBE
|
$319K |
| 2 |
NextEra Energy, Inc.
NEE
|
$292K |
| 3 |
Abbott
ABT
|
$272K |
| 4 |
Broadcom
AVGO
|
$267K |
| 5 |
Mercado Libre
MELI
|
$261K |
Top Sells
| 1 |
Apple
AAPL
|
$9.37M |
| 2 |
Amazon
AMZN
|
$1.76M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$710K |
| 4 |
Philip Morris
PM
|
$323K |
| 5 |
RTX Corp
RTX
|
$299K |
Sector Composition
| 1 | Technology | 22.15% |
| 2 | Financials | 14.51% |
| 3 | Industrials | 14.36% |
| 4 | Healthcare | 13.45% |
| 5 | Consumer Staples | 9.34% |
