Sawyer & Company, Inc has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $270 Million distributed in 197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.3M, Oracle Corp with a value of $12.5M, Microsoft Corp with a value of $11M, Alphabet Inc. with a value of $9.8M, and Nvidia Corp with a value of $9.41M.

Examining the 13F form we can see an increase of $18.6M in the current position value, from $252M to 270M.

Below you can find more details about Sawyer & Company, Inc portfolio as well as his latest detailed transactions.

Portfolio value $270 Million
Technology: $83.1 Million
Industrials: $34.7 Million
Healthcare: $33.6 Million
Financial Services: $28.9 Million
Consumer Cyclical: $24.7 Million
Communication Services: $21.7 Million
Energy: $11.1 Million
Consumer Defensive: $9.24 Million
Other: $22.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $270 Million
  • Prior Value $252 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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