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Ben P Webber

@Sawyer & Company, Inc

Latest period2024 - Q4ReportedManaged Assets$270.312MTotal holdings174
Assets growth rate0.02%Assets growth rate (2-Q avg)3.71%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sawyer & Company, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 174 positions.

Assets under management

The assets under management (AUM) of Sawyer & Company, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 270.312M in assets, with a quarterly growth rate of 0.02% and a 2-quarter average growth rate of 3.71%. The portfolio is managed by Ben P Webber, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVONovo-nordisk A S
Recent Activity
New Position
1.84%
$4.963M
57,691 shares@ $86.03 avg price
VZVerizon Communications Inc
Recent Activity
New Position
0.03%
$79,000
1,968 shares@ $40.15 avg price
OTISOtis Worldwide Corp
Recent Activity
New Position
0.03%
$69,000
750 shares@ $92.0 avg price
INTCIntel Corp
Recent Activity
New Position
0.02%
$32,000
1,600 shares@ $20.0 avg price
KHCKraft Heinz Company
Recent Activity
New Position
0.01%
$25,000
800 shares@ $31.25 avg price