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
$115M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$5.24M
2 +$4.29M
3 +$3.65M
4
BAC icon
Bank of America
BAC
+$3.32M
5
IBM icon
IBM
IBM
+$3.28M

Top Sells

1 +$169K

Sector Composition

1 Healthcare 24.25%
2 Energy 15.24%
3 Technology 11.3%
4 Industrials 10.44%
5 Financials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$253K 0.22%
+6,283
102
$252K 0.22%
+4,000
103
$238K 0.21%
+1,938
104
$233K 0.2%
+7,600
105
$230K 0.2%
+5,508
106
$220K 0.19%
+3,211
107
0
108
$216K 0.19%
+3,500
109
$209K 0.18%
+2,500
110
$205K 0.18%
950
111
$162K 0.14%
+10,000
112
$105K 0.09%
+17,250
113
$100K 0.09%
18,000
+5,000
114
$18K 0.02%
+10,000
115
-10,100