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
$244M
AUM Growth
-$354K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$723K
2 +$554K
3 +$438K
4
INCY icon
Incyte
INCY
+$389K
5
NEM icon
Newmont
NEM
+$380K

Top Sells

1 +$1.08M
2 +$212K
3 +$201K
4
VSTA icon
Vasta Platform
VSTA
+$179K
5
BDSI
BioDelivery Sciences International, Inc.
BDSI
+$161K

Sector Composition

1 Healthcare 20%
2 Technology 18.47%
3 Industrials 13.22%
4 Financials 10.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-22,000
152
-45,000
153
-15,600