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
$293M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$728K
2 +$337K
3 +$321K
4
MSFT icon
Microsoft
MSFT
+$312K
5
RTX icon
RTX Corp
RTX
+$283K

Top Sells

1 +$2.52M
2 +$788K
3 +$703K
4
XOM icon
Exxon Mobil
XOM
+$577K
5
PG icon
Procter & Gamble
PG
+$463K

Sector Composition

1 Financials 19.8%
2 Healthcare 18.29%
3 Technology 14.89%
4 Industrials 12.4%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,970