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
$354M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1 +$319K
2 +$292K
3 +$272K
4
AVGO icon
Broadcom
AVGO
+$267K
5
MELI icon
Mercado Libre
MELI
+$261K

Top Sells

1 +$9.37M
2 +$1.76M
3 +$710K
4
PM icon
Philip Morris
PM
+$323K
5
RTX icon
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%