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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
ALLAllstate Corp
Recent Activity
Decreased -13.42%
0.99%
$2.661M
13,801 shares@ $192.82 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -3.16%
0.98%
$2.64M
28,930 shares@ $91.26 avg price
EMREmerson Elec Co
Recent Activity
Decreased -4.5%
0.98%
$2.636M
21,274 shares@ $123.91 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -19.24%
0.88%
$2.356M
13,260 shares@ $177.68 avg price
CORCencora Inc
Recent Activity
Decreased -25.39%
0.76%
$2.031M
9,039 shares@ $224.7 avg price
ABTAbbott Labs
Recent Activity
Decreased -30.74%
0.71%
$1.917M
16,949 shares@ $113.11 avg price
PSAPublic Storage
Recent Activity
Decreased -0.19%
0.7%
$1.871M
6,248 shares@ $299.46 avg price
AFLAflac Inc
Recent Activity
Decreased -4.94%
0.67%
$1.81M
17,498 shares@ $103.45 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -9.84%
0.65%
$1.738M
17,473 shares@ $99.47 avg price
CCICrown Castle Inc
Recent Activity
Decreased -10.14%
0.65%
$1.732M
19,080 shares@ $90.78 avg price