SC
Searle & Co Portfolio holdings
AUM
$354M
1-Year Est. Return
16.26%
1 Year Est. Return
+16.26%
AUM
$351M
AUM Growth
+$3.99M
(+1.1%)
Holding
184
Top Buys
| 1 | +$1.35M | |
| 2 | +$1.18M | |
| 3 | +$750K | |
| 4 |
GMMF
iShares Government Money Market ETF
GMMF
|
+$301K |
| 5 |
American Electric Power
AEP
|
+$274K |
Top Sells
| 1 | +$1.1M | |
| 2 | +$686K | |
| 3 | +$347K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$233K |
| 5 |
Constellation Brands
STZ
|
+$232K |
Sector Composition
| 1 | Technology | 22.75% |
| 2 | Healthcare | 14.64% |
| 3 | Financials | 13.32% |
| 4 | Industrials | 12.71% |
| 5 | Consumer Staples | 9.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
TMC The Metals Company
TMC
$3.33B
| $17.2K | ﹤0.01% |
10,000
|
|
||
177
Broadcom
AVGO
$1.65T
| – | – |
-970
|
|
||
178
Bunge Global
BG
$19.5B
| – | – |
-14,084
|
|
||
179
DraftKings
DKNG
$16.9B
| – | – |
-6,000
|
|
||
|
IFN
180
India Fund
IFN
$614M
| – | – |
-11,615
|
|
||
181
Olin
OLN
$2.68B
| – | – |
-20,300
|
|
||
|
SA
182
Seabridge Gold
SA
$2.68B
| – | – |
-12,000
|
|
||
|
183
Constellation Brands
STZ
$24.6B
| – | – |
-1,050
|
|
||
|
184
Vanguard S&P 500 ETF
VOO
$757B
| – | – |
-433
|
|