Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAWYER & COMPANY INC | 04-16-2024 | 03-31-2024 | 172 | 250,325,151 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $10,817,553 | 25,712 | 0.00 | 4.27 | -10 | -0.04 | 03-31-2024 |
| APPLE INC | COM | 2 | $9,764,071 | 56,940 | 0.00 | 4.84 | -66 | -0.12 | 03-31-2024 |
| ORACLE CORP | COM | 3 | $9,244,645 | 73,598 | 0.00 | 3.03 | 8,476 | 13.02 | 03-31-2024 |
| ALPHABET INC A | CAP STK CL A | 4 | $8,962,827 | 59,384 | 0.00 | 3.63 | 443 | 0.75 | 03-31-2024 |
