SGC

Slocum, Gordon & Co Portfolio holdings

AUM $125M
1-Year Est. Return 5.35%
This Quarter Est. Return
1 Year Est. Return
+5.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$2.46M
2 +$782K
3 +$669K
4
MRK icon
Merck
MRK
+$576K
5
ABBV icon
AbbVie
ABBV
+$451K

Sector Composition

1 Healthcare 39.32%
2 Utilities 26.65%
3 Consumer Staples 9.83%
4 Energy 6.88%
5 Communication Services 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-260
152
-500