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
$294M
AUM Growth
-$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$931K
3 +$83.2K
4
HRTX icon
Heron Therapeutics
HRTX
+$7.21K

Top Sells

1 +$3.28M
2 +$1.69M
3 +$771K
4
AES icon
AES
AES
+$433K
5
XYL icon
Xylem
XYL
+$232K

Sector Composition

1 Financials 19.53%
2 Technology 18.4%
3 Healthcare 15.22%
4 Industrials 11.76%
5 Consumer Staples 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,058
152
-25,520