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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
AAPLApple Inc
Recent Activity
Decreased -2.35%
5.17%
$13.97M
55,788 shares@ $250.42 avg price
ORCLOracle Corp
Recent Activity
Decreased -1.1%
4.48%
$12.084M
72,515 shares@ $166.65 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.33%
4.26%
$11.498M
27,278 shares@ $421.52 avg price
GOOGLAlphabet Inc A
Recent Activity
Decreased -1.3%
4.09%
$11.043M
58,335 shares@ $189.31 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.03%
3.85%
$10.405M
77,479 shares@ $134.3 avg price
LLYEli Lilly & Co
Recent Activity
Increased 88%
3.48%
$9.383M
12,154 shares@ $772.01 avg price
TJXTjx Companies Inc New
Recent Activity
Decreased -2.17%
3%
$8.103M
67,069 shares@ $120.82 avg price
VVisa Inc A
Recent Activity
Increased 0.95%
2.58%
$6.953M
22,001 shares@ $316.04 avg price
CRMSalesforce.com Inc
Recent Activity
Increased 0.33%
2.38%
$6.427M
19,225 shares@ $334.31 avg price
ADPAutomatic Data Processing Inc
Recent Activity
Decreased -1.92%
2.28%
$6.14M
20,976 shares@ $292.72 avg price