SC

Searle & Co Portfolio holdings

AUM $398M
1-Year Est. Return 23.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$4.55M
2 +$3.02M
3 +$678K
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$571K
5
AMZN icon
Amazon
AMZN
+$521K

Top Sells

1 +$2.87M
2 +$507K
3 +$485K
4
PG icon
Procter & Gamble
PG
+$401K
5
MU icon
Micron Technology
MU
+$392K

Sector Composition

1 Technology 19.57%
2 Industrials 15.86%
3 Healthcare 14.85%
4 Financials 12.46%
5 Energy 10.22%