Ben P Webber

@Sawyer & Company, Inc

Latest period2024 - Q4

Reported4d ago

Managed Assets$270.312M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
HPEHewlett Packard Enterprise C Recent Activity Exited	0%	$20,000 1,000 shares@ $20.0 avg price	Exited
GTYGetty Rlty Corp New Recent Activity Exited	0%	$16,000 506 shares@ $31.63 avg price	Exited
UALUnited Airls Hldgs Inc Recent Activity Exited	0%	$6,000 100 shares@ $60.0 avg price	Exited
PLTRPalantir Technologies Inc Recent Activity Exited	0%	$4,000 100 shares@ $40.0 avg price	Exited
COINCoinbase Global Inc Recent Activity Exited	0%	$4,000 20 shares@ $200.0 avg price	Exited
LUVSouthwest Airls Co Recent Activity Exited	0%	$4,000 140 shares@ $28.58 avg price	Exited
SCZIshares Tr Recent Activity Exited	0%	$3,000 43 shares@ $69.77 avg price	Exited
IEMGIshares Inc Recent Activity Exited	0%	$3,000 49 shares@ $61.23 avg price	Exited
JBLUJetblue Awys Corp Recent Activity Exited	0%	$3,000 400 shares@ $7.5 avg price	Exited
IJRIshares Tr Recent Activity Exited	0%	$2,000 19 shares@ $105.27 avg price	Exited