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
$323M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$250K
2 +$226K
3 +$221K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$210K
5
BX icon
Blackstone
BX
+$210K

Sector Composition

1 Financials 20.49%
2 Technology 18.33%
3 Healthcare 14.66%
4 Industrials 11.43%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$14K ﹤0.01%
27,000
152
-3,281
153
-4,850
154
-21,435
155
-22,500