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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
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
ETNEaton Corp Plc
Recent Activity
Decreased -1.39%
1.6%
$4.305M
12,973 shares@ $331.85 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -5.25%
1.52%
$4.087M
17,050 shares@ $239.71 avg price
AXPAmerican Express Co
Recent Activity
Decreased -9.27%
1.24%
$3.351M
11,292 shares@ $296.76 avg price
NKENike Inc
Recent Activity
Decreased -1.07%
1.24%
$3.336M
44,089 shares@ $75.67 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -12.66%
1.18%
$3.181M
21,997 shares@ $144.62 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.21%
1.08%
$2.898M
48,950 shares@ $59.21 avg price
ECLEcolab Inc
Recent Activity
Decreased -15.27%
1.05%
$2.827M
12,066 shares@ $234.3 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -3.52%
1.02%
$2.753M
21,829 shares@ $126.12 avg price