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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
PAYXPaychex Inc
Recent Activity
Decreased -3.39%
2.15%
$5.811M
41,441 shares@ $140.23 avg price
FICOFair Isaac Corp
Recent Activity
Decreased -1.8%
2.09%
$5.638M
2,832 shares@ $1990.82 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
NVONovo-nordisk A S
Recent Activity
New Position
1.84%
$4.963M
57,691 shares@ $86.03 avg price
ANETArista Networks Inc
Recent Activity
Increased 301.66%
1.77%
$4.768M
43,142 shares@ $110.52 avg price
DISDisney Walt Co
Recent Activity
Decreased -0.7%
1.71%
$4.621M
41,502 shares@ $111.35 avg price
TRVTravellers Companies Inc
Recent Activity
Decreased -11.07%
1.7%
$4.584M
19,029 shares@ $240.9 avg price
SYYSysco Corp
Recent Activity
Decreased -9.75%
1.7%
$4.571M
59,781 shares@ $76.47 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.53%
1.69%
$4.566M
20,213 shares@ $225.9 avg price