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
BWXTBwx Technologies Inc Recent Activity Exited	0%	$1,000 6 shares@ $166.67 avg price	Exited
GDGeneral Dynamics Corp Recent Activity Exited	0%	$1,000 2 shares@ $500.0 avg price	Exited
SMTCSemtech Corp Recent Activity Exited	0%	$1,000 20 shares@ $50.0 avg price	Exited
CGCCanopy Growth Corp Recent Activity Exited	0%	$0 3 shares@ $0.0 avg price	Exited
LITELumentum Hldgs Inc Recent Activity Exited	0%	$0 5 shares@ $0.0 avg price	Exited
EBSEmergent Biosolutions Inc Recent Activity Exited	0%	$0 15 shares@ $0.0 avg price	Exited
XLESelect Sector Spdr Tr Recent Activity Exited	0%	$0 3 shares@ $0.0 avg price	Exited
EWYIshares Inc Recent Activity Exited	0%	$0 4 shares@ $0.0 avg price	Exited