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
$245M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.36M
2 +$1.03M
3 +$760K
4
CDNA icon
CareDx
CDNA
+$329K
5
LLY icon
Eli Lilly
LLY
+$230K

Top Sells

1 +$421K
2 +$352K
3 +$205K
4
IAU icon
iShares Gold Trust
IAU
+$163K
5
OUST icon
Ouster
OUST
+$106K

Sector Composition

1 Healthcare 19.51%
2 Technology 17.89%
3 Industrials 13.66%
4 Financials 10.67%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-21,500