SC
Searle & Co Portfolio holdings
AUM
$354M
1-Year Return
16.26%
This Quarter Return
+9.85%
1 Year Return
+16.26%
3 Year Return
+62.13%
5 Year Return
+132.53%
10 Year Return
+233.89%
AUM
$392M
AUM Growth
+$26.5M
(+7.2%)
Cap. Flow
-$4.6M
Cap. Flow
% of AUM
-1.17%
Top 10 Holdings %
Top 10 Hldgs %
42.35%
Holding
168
New
9
Increased
11
Reduced
18
Closed
5
Top Buys
| 1 |
Bunge Global
BG
|
$856K |
| 2 |
Phinia Inc
PHIN
|
$480K |
| 3 |
Trane Technologies
TT
|
$240K |
| 4 |
MPLX
MPLX
|
$224K |
| 5 |
SPDR Gold Trust
GLD
|
$215K |
Top Sells
Sector Composition
| 1 | Financials | 23.7% |
| 2 | Technology | 15.84% |
| 3 | Healthcare | 13.46% |
| 4 | Industrials | 11.56% |
| 5 | Consumer Staples | 9.93% |
