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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
MSFTMicrosoft Corp
Recent Activity
Increased 6.33%
4.26%
$11.498M
27,278 shares@ $421.52 avg price
LLYEli Lilly & Co
Recent Activity
Increased 88%
3.48%
$9.383M
12,154 shares@ $772.01 avg price
VVisa Inc A
Recent Activity
Increased 0.95%
2.58%
$6.953M
22,001 shares@ $316.04 avg price
CRMSalesforce.com Inc
Recent Activity
Increased 0.33%
2.38%
$6.427M
19,225 shares@ $334.31 avg price
METAMeta Platforms Inc
Recent Activity
Increased 1.52%
2.02%
$5.438M
9,288 shares@ $585.49 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 1.03%
1.96%
$5.292M
15,043 shares@ $351.8 avg price
ANETArista Networks Inc
Recent Activity
Increased 301.66%
1.77%
$4.768M
43,142 shares@ $110.52 avg price
VOOVanguard Index Fds
Recent Activity
Increased 6.15%
1.6%
$4.307M
7,993 shares@ $538.85 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.36%
1.55%
$4.169M
15,996 shares@ $260.63 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 2.41%
1.52%
$4.097M
38,090 shares@ $107.57 avg price