SC
Searle & Co Portfolio holdings
AUM
$354M
This Quarter Return
+4.96%
1 Year Return
+16.26%
3 Year Return
+62.13%
5 Year Return
+132.53%
10 Year Return
+233.89%
AUM
$143M
AUM Growth
+$143M
(+18%)
Cap. Flow
+$17.6M
Cap. Flow
% of AUM
12.33%
Top 10 Holdings %
Top 10 Hldgs %
29.03%
Holding
133
New
20
Increased
33
Reduced
10
Closed
2
Top Buys
| 1 |
Nucor
NUE
|
$1.8M |
| 2 |
Pfizer
PFE
|
$1.32M |
| 3 |
GLOP
GASLOG PARTNERS LP
GLOP
|
$1.21M |
| 4 |
American Express
AXP
|
$1.04M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$781K |
Top Sells
| 1 |
Sempra
SRE
|
$302K |
| 2 |
Target
TGT
|
$232K |
| 3 |
APC
Anadarko Petroleum
APC
|
$121K |
| 4 |
Diageo
DEO
|
$57.8K |
| 5 |
Palo Alto Networks
PANW
|
$56.3K |
Sector Composition
| 1 | Healthcare | 23.33% |
| 2 | Energy | 13.82% |
| 3 | Industrials | 12.78% |
| 4 | Technology | 10.99% |
| 5 | Financials | 10.56% |
