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
$159M
AUM Growth
+$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$578K
2 +$408K
3 +$296K
4
INTC icon
Intel
INTC
+$265K
5
UNP icon
Union Pacific
UNP
+$232K

Top Sells

1 +$256K
2 +$144K
3 +$120K
4
ABBV icon
AbbVie
ABBV
+$58.8K
5
MCD icon
McDonald's
MCD
+$51.6K

Sector Composition

1 Healthcare 20.82%
2 Industrials 13.76%
3 Financials 13.28%
4 Energy 12.02%
5 Technology 11.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$150K 0.09%
20,000
127
$144K 0.09%
20,000
128
$86K 0.05%
14,500
129
$32K 0.02%
10,000
130
$32K 0.02%
13,325
-3,925
131
$30K 0.02%
14,000
-4,000
132
-12,100