Sawyer , Inc is an investment fund managing more than $250 billion ran by Ben Webber. There are currently 163 companies in Mr. Webber’s portfolio. The largest investments include Microsoft and Apple Inc, together worth $20.6 billion.
As of 24th July 2024, Sawyer , Inc’s top holding is 25,712 shares of Microsoft currently worth over $10.8 billion and making up 4.3% of the portfolio value.
Relative to the number of outstanding shares of Microsoft, Sawyer , Inc owns more than approximately 0.1% of the company.
In addition, the fund holds 56,940 shares of Apple Inc worth $9.76 billion, whose value grew 21.6% in the past six months.
The third-largest holding is Oracle worth $9.24 billion and the next is Alphabet Inc A worth $8.96 billion, with 59,384 shares owned.
Currently, Sawyer , Inc's portfolio is worth at least $250 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Sawyer , Inc office and employees reside in Boston, Massachusetts. According to the last 13-F report filed with the SEC, Ben Webber serves as the Chief Compliance Officer at Sawyer , Inc.
In the most recent 13F filing, Sawyer , Inc revealed that it had opened a new position in
Arista Networks Inc and bought 10,659 shares worth $3.09 billion.
This means they effectively own approximately 0.1% of the company.
Arista Networks Inc makes up
6.7%
of the fund's Technology sector allocation and has grown its share price by 120.7% in the past year.
The investment fund also strengthened its position in Oracle by buying
4,838 additional shares.
This makes their stake in Oracle total 73,598 shares worth $9.24 billion.
Oracle soared 18.2% in the past year.
On the other hand, there are companies that Sawyer , Inc is getting rid of from its portfolio.
Sawyer , Inc closed its position in Smucker J M Co on 31st July 2024.
It sold the previously owned 373 shares for $46 thousand.
Ben Webber also disclosed a decreased stake in Microsoft by approximately 0.1%.
This leaves the value of the investment at $10.8 billion and 25,712 shares.
The two most similar investment funds to Sawyer , Inc are Pinnacle Private Wealth and Liberty Mutual Asset Management. They manage $252 million and $253 million respectively.
Sawyer , Inc’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 18.3% of
the total portfolio value.
The fund focuses on investments in the United States as
49.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
48% of the total holdings value.
On the other hand, small-cap stocks make up only 1.8% of the portfolio.
The average market cap of the portfolio companies is close to $136 billion.
These positions were updated on July 31st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Microsoft Corporation |
8.62%
25,712
|
$10,817,553,000 | 4.32% |
| Apple Inc |
5.65%
56,940
|
$9,764,071,000 | 3.90% |
| Oracle Corp. |
7.04%
73,598
|
$9,244,645,000 | 3.69% |
| Alphabet Inc A |
4.19%
59,384
|
$8,962,827,000 | 3.58% |
| NVIDIA Corp |
4.60%
7,734
|
$6,988,133,000 | 2.79% |
| TJX Companies, Inc. |
3.58%
68,461
|
$6,943,315,000 | 2.77% |
| Visa Inc A |
5.63%
21,800
|
$6,083,944,000 | 2.43% |
| Salesforce.com Inc |
8.07%
18,785
|
$5,657,666,000 | 2.26% |
| Sysco Corp. |
6.64%
68,776
|
$5,583,236,000 | 2.23% |
| Travellers Companies Inc |
11.44%
23,800
|
$5,477,332,000 | 2.19% |
| CDW Corp |
5.12%
21,333
|
$5,456,555,000 | 2.18% |
| Automatic Data Processing Inc. |
1.64%
21,282
|
$5,314,967,000 | 2.12% |
| Paychex Inc. |
1.83%
42,846
|
$5,261,489,000 | 2.10% |
| Accenture Plc Ireland |
0.55%
14,665
|
$5,083,036,000 | 2.03% |
| Disney Walt Co |
3.97%
41,505
|
$5,078,552,000 | 2.03% |
| Eli Lilly Co |
4.22%
6,427
|
$4,999,949,000 | 2.00% |
| AMGEN Inc. |
1.14%
15,853
|
$4,507,325,000 | 1.80% |
| Eaton Corp Plc |
7.01%
13,758
|
$4,301,851,000 | 1.72% |
| Meta Platforms Inc |
4.06%
8,794
|
$4,270,191,000 | 1.71% |
| Nike, Inc. |
3.00%
44,506
|
$4,182,674,000 | 1.67% |
| Honeywell International Inc |
0.40%
19,828
|
$4,069,697,000 | 1.63% |
| Exxon Mobil Corp. |
3.77%
34,721
|
$4,035,969,000 | 1.61% |
| Johnson Johnson |
3.63%
25,424
|
$4,021,823,000 | 1.61% |
| Jpmorgan Chase Co |
4.19%
18,590
|
$3,723,577,000 | 1.49% |
| Conocophillips |
5.03%
28,653
|
$3,646,954,000 | 1.46% |
| Fair Isaac Corp. |
5.28%
2,891
|
$3,612,623,000 | 1.44% |
| Ecolab, Inc. |
7.36%
15,511
|
$3,581,490,000 | 1.43% |
| United Parcel Service, Inc. |
5.07%
22,748
|
$3,381,035,000 | 1.35% |
| Cencora Inc. |
7.38%
13,802
|
$3,353,748,000 | 1.34% |
| Mastercard Inc A |
0.29%
6,814
|
$3,281,298,000 | 1.31% |
| Allstate Corp (The) |
7.47%
18,736
|
$3,241,515,000 | 1.30% |
| Abbvie Inc |
6.80%
17,133
|
$3,119,919,000 | 1.25% |
| Arista Networks Inc |
Opened
10,659
|
$3,090,897,000 | 1.24% |
| Amazon.com Inc. |
3.11%
17,100
|
$3,084,498,000 | 1.23% |
| Home Depot, Inc. |
6.40%
7,939
|
$3,045,400,000 | 1.22% |
| Vanguard Index Fds |
16.51%
9,514
|
$3,823,663,000 | 1.53% |
| American Express Co. |
5.60%
12,645
|
$2,879,140,000 | 1.15% |
| Abbott Labs |
5.50%
24,703
|
$2,807,743,000 | 1.12% |
| Starbucks Corp. |
0.37%
29,971
|
$2,739,050,000 | 1.09% |
| Globe Life Inc. |
7.34%
22,771
|
$2,649,861,000 | 1.06% |
| Emerson Elec Co |
8.54%
22,590
|
$2,562,158,000 | 1.02% |
| Merck Co Inc |
2.85%
18,892
|
$2,492,799,000 | 1.00% |
| Cisco Sys Inc |
3.38%
47,696
|
$2,380,507,000 | 0.95% |
| Qualcomm, Inc. |
6.91%
13,835
|
$2,342,266,000 | 0.94% |
| Crown Castle Inc |
9.22%
21,712
|
$2,297,781,000 | 0.92% |
| Eastman Chemical Co |
5.11%
20,731
|
$2,077,661,000 | 0.83% |
| Fiserv, Inc. |
0.98%
11,971
|
$1,913,205,000 | 0.76% |
| Medtronic Plc |
2.99%
21,606
|
$1,882,963,000 | 0.75% |
| Chevron Corp. |
7.99%
11,598
|
$1,829,469,000 | 0.73% |
| Cvs Caremark Corp |
6.79%
21,435
|
$1,709,656,000 | 0.68% |
| Aflac Inc. |
10.60%
19,402
|
$1,665,856,000 | 0.67% |
| Public Storage |
5.06%
5,484
|
$1,590,689,000 | 0.64% |
| Alphabet Inc C |
0.86%
10,400
|
$1,583,504,000 | 0.63% |
| Republic Svcs Inc |
1.51%
7,812
|
$1,495,529,000 | 0.60% |
| Genuine Parts Co. |
2.33%
8,995
|
$1,393,595,000 | 0.56% |
| Fedex Corp |
11.31%
4,611
|
$1,335,991,000 | 0.53% |
| Colgate-Palmolive Co. |
6.55%
14,441
|
$1,300,412,000 | 0.52% |
| Wells Fargo Co New |
8.91%
21,775
|
$1,262,079,000 | 0.50% |
| Genpact Limited |
0.30%
35,428
|
$1,167,353,000 | 0.47% |
| Lowes Cos Inc |
12.81%
4,447
|
$1,132,784,000 | 0.45% |
| Northern Lights Fund Trust |
1.55%
11,692
|
$1,130,733,000 | 0.45% |
| Quest Diagnostics, Inc. |
13.87%
8,318
|
$1,107,209,000 | 0.44% |
| Comcast Corp New |
10.89%
25,460
|
$1,103,691,000 | 0.44% |
| Laboratory Corp Amer Hldgs |
12.50%
5,042
|
$1,101,475,000 | 0.44% |
| Cigna Corp New |
8.21%
3,020
|
$1,096,834,000 | 0.44% |
| Dow Inc |
4.03%
15,665
|
$907,473,000 | 0.36% |
| Fastenal Co. |
2.81%
11,235
|
$866,668,000 | 0.35% |
| Kimberly-Clark Corp. |
1.43%
6,557
|
$848,148,000 | 0.34% |
| Grainger W W Inc |
4.01%
718
|
$730,421,000 | 0.29% |
| Camden Ppty Tr |
0.97%
7,384
|
$726,586,000 | 0.29% |
| International Business Machs |
30.14%
3,716
|
$709,607,000 | 0.28% |
| Brown-Forman Corporation |
4.82%
13,382
|
$690,779,000 | 0.28% |
| Costco Whsl Corp New |
No change
840
|
$615,409,000 | 0.25% |
| Waste Mgmt Inc Del |
2.27%
2,795
|
$595,754,000 | 0.24% |
| Pfizer Inc. |
7.81%
20,824
|
$577,871,000 | 0.23% |
| Bank Amer Corp |
No change
14,087
|
$534,179,000 | 0.21% |
| DuPont de Nemours Inc |
0.44%
6,841
|
$524,499,000 | 0.21% |
| International Flavorsfragranc |
23.41%
5,677
|
$488,165,000 | 0.20% |
| Intl Paper Co |
3.51%
12,465
|
$486,384,000 | 0.19% |
| Schlumberger Ltd. |
6.18%
8,577
|
$470,105,000 | 0.19% |
| 3M Co. |
13.23%
4,219
|
$447,509,000 | 0.18% |
| Total Energies Se |
1.83%
6,424
|
$442,164,000 | 0.18% |
| Chubb Limited |
24.28%
1,679
|
$435,079,000 | 0.17% |
| Mckesson Corporation |
No change
767
|
$411,764,000 | 0.16% |
| W. P. Carey Inc |
10.43%
6,695
|
$377,866,000 | 0.15% |
| Occidental Pete Corp |
0.90%
5,310
|
$345,097,000 | 0.14% |
| Vanguard Scottsdale Fds |
82.62%
4,140
|
$333,334,000 | 0.13% |
| Walmart Inc |
261.33%
5,391
|
$324,376,000 | 0.13% |
| Stryker Corp. |
No change
805
|
$288,085,000 | 0.12% |
| Tesla Motors Inc |
0.97%
1,530
|
$268,959,000 | 0.11% |
| Suncor Energy, Inc. |
22.60%
7,262
|
$268,040,000 | 0.11% |
| The Southern Co. |
No change
3,668
|
$263,142,000 | 0.11% |
| Shell Plc |
32.85%
3,536
|
$237,053,000 | 0.09% |
| Pepsico Inc |
0.81%
1,222
|
$213,862,000 | 0.09% |
| Dimensional Etf Trust |
25.77%
3,370
|
$210,086,000 | 0.08% |
| NextEra Energy Inc |
No change
2,882
|
$184,189,000 | 0.07% |
| Mondelez International Inc. |
7.46%
2,606
|
$182,420,000 | 0.07% |
| Enterprise Products Partners L |
No change
5,900
|
$172,162,000 | 0.07% |
| Procter Gamble Co |
8.85%
1,030
|
$167,118,000 | 0.07% |
| Southern Copper Corporation |
No change
1,490
|
$158,715,000 | 0.06% |
| Imperial Oil Ltd. |
49.86%
2,167
|
$149,805,000 | 0.06% |
| Msc Indl Direct Inc |
No change
1,480
|
$143,619,000 | 0.06% |
| Consolidated Edison, Inc. |
No change
1,562
|
$141,845,000 | 0.06% |
| Berkshire Hathaway Inc. |
17.08%
281
|
$118,166,000 | 0.05% |
| Brookfield Infrastructure Part |
No change
3,750
|
$117,038,000 | 0.05% |
| Dominion Energy Inc |
27.42%
2,094
|
$103,004,000 | 0.04% |
| Oneok Inc. |
No change
1,200
|
$96,204,000 | 0.04% |
| EBay Inc. |
No change
1,600
|
$84,448,000 | 0.03% |
| Bhp Group Ltd |
No change
1,450
|
$83,651,000 | 0.03% |
| Boeing Co. |
Opened
427
|
$82,407,000 | 0.03% |
| Archer Daniels Midland Co. |
No change
1,150
|
$72,232,000 | 0.03% |
| Spdr Ser Tr |
27.03%
972
|
$71,102,000 | 0.03% |
| Realty Income Corp. |
No change
1,300
|
$70,330,000 | 0.03% |
| Iron Mtn Inc New |
27.91%
775
|
$62,163,000 | 0.02% |
| Price T Rowe Group Inc |
No change
500
|
$60,960,000 | 0.02% |
| J B Hunt Transport Services In |
No change
300
|
$59,775,000 | 0.02% |
| PayPal Holdings Inc |
5.43%
870
|
$58,281,000 | 0.02% |
| Vanguard Star Fds |
69.23%
924
|
$55,712,000 | 0.02% |
| DENTSPLY Sirona Inc |
20.10%
1,630
|
$54,100,000 | 0.02% |
| Ishares Russell 2000 |
No change
257
|
$54,047,000 | 0.02% |
| Ishares Tr |
No change
665
|
$55,980,000 | 0.02% |
| BP plc |
No change
1,314
|
$49,512,000 | 0.02% |
| Altria Group Inc. |
22.75%
1,100
|
$47,982,000 | 0.02% |
| Coca-Cola Co |
No change
749
|
$45,824,000 | 0.02% |
| Texas Instruments Inc. |
No change
260
|
$45,295,000 | 0.02% |
| General Mls Inc |
57.45%
600
|
$41,982,000 | 0.02% |
| Select Sector Spdr Tr |
7.49%
803
|
$77,078,000 | 0.03% |
| Vanguard World Fd |
No change
133
|
$38,119,000 | 0.02% |
| Netflix Inc. |
20.41%
59
|
$35,832,000 | 0.01% |
| Vanguard World Fds |
No change
58
|
$30,412,000 | 0.01% |
| HP Inc |
No change
1,000
|
$30,220,000 | 0.01% |
| Manulife Finl Corp |
No change
1,206
|
$30,138,000 | 0.01% |
| Eversource Energy |
51.46%
500
|
$29,885,000 | 0.01% |
| First Tr Exchange-traded Fd |
No change
848
|
$29,527,000 | 0.01% |
| Avalonbay Cmntys Inc |
No change
158
|
$29,318,000 | 0.01% |
| Philip Morris International Inc |
No change
300
|
$27,486,000 | 0.01% |
| Raytheon Tech Corp Com |
No change
270
|
$26,333,000 | 0.01% |
| Energy Transfer Lp |
No change
1,500
|
$23,595,000 | 0.01% |
| Agnico Eagle Mines Ltd |
No change
325
|
$19,386,000 | 0.01% |
| Metlife Inc |
No change
249
|
$18,453,000 | 0.01% |
| Hewlett Packard Enterprise C |
No change
1,000
|
$17,730,000 | 0.01% |
| First Majestic Silver Corporation |
No change
2,725
|
$16,023,000 | 0.01% |
| Pan American Silver Corp |
No change
1,000
|
$15,080,000 | 0.01% |
| Getty Rlty Corp New |
No change
506
|
$13,839,000 | 0.01% |
| First Tr Exch Trd Alphdx Fd |
No change
225
|
$12,816,000 | 0.01% |
| Tyson Foods, Inc. |
No change
125
|
$7,341,000 | 0.00% |
| Fidelity Covington Trust |
Opened
145
|
$6,151,000 | 0.00% |
| Vanguard Admiral Fds Inc |
87.48%
69
|
$6,101,000 | 0.00% |
| Arcadium Lithium Plc |
Opened
1,383
|
$5,961,000 | 0.00% |
| Crowdstrike Holdings Inc |
No change
18
|
$5,771,000 | 0.00% |
| Ishares Gold Tr |
No change
135
|
$5,671,000 | 0.00% |
| Albemarle Corp. |
No change
40
|
$5,270,000 | 0.00% |
| Inspire Med Sys Inc |
No change
24
|
$5,155,000 | 0.00% |
| General Mtrs Co |
No change
106
|
$4,807,000 | 0.00% |
| Xperi Inc |
No change
373
|
$4,498,000 | 0.00% |
| Select Sector Spdr Trust Shs B |
No change
42
|
$3,965,000 | 0.00% |
| Generac Holdings Inc |
Opened
30
|
$3,784,000 | 0.00% |
| Carrier Global Corporation Com |
No change
61
|
$3,546,000 | 0.00% |
| QuantumScape Corporation |
No change
265
|
$1,667,000 | 0.00% |
| Rio Tinto plc |
No change
25
|
$1,594,000 | 0.00% |
| Upstart Holdings, Inc. |
No change
17
|
$457,000 | 0.00% |
| DraftKings Inc. |
No change
7
|
$318,000 | 0.00% |
| Smucker J M Co |
Closed
373
|
$46,000 | |
| Bank New York Mellon Corp |
Closed
1,000
|
$43,000 | |
| Vanguard Intl Equity Index F |
Closed
1,081
|
$42,000 | |
| Pimco Corporate Income Opp |
Closed
2,733
|
$36,000 | |
| Ishares Tr |
Closed
475
|
$33,000 | |
| Vanguard Specialized Funds |
Closed
200
|
$31,000 | |
| Schwab Strategic Tr |
Closed
941
|
$30,000 | |
| Masco Corp. |
Closed
377
|
$20,000 | |
| Att Inc |
Closed
1,200
|
$18,000 | |
| Vanguard Admiral Fds Inc |
Closed
196
|
$17,000 | |
| Virgin Galactic Holdings Inc |
No change
10
|
$15,000 | 0.00% |
| FS KKR Capital Corp |
Closed
642
|
$13,000 | |
| Spdr Gold Tr |
Closed
70
|
$12,000 | |
| Synchrony Financial |
Closed
400
|
$12,000 | |
| Livent Corp |
Closed
575
|
$11,000 | |
| Panasonic Corp |
Closed
770
|
$9,000 | |
| Keurig Dr Pepper Inc |
Closed
300
|
$9,000 | |
| Intercept Pharmaceuticals Inc |
Closed
300
|
$6,000 | |
| Pacira BioSciences Inc |
Closed
200
|
$6,000 | |
| Analog Devices Inc. |
Closed
26
|
$5,000 | |
| Warner Bros.Discovery Inc |
Closed
290
|
$3,000 | |
| Hancock John Invt Tr Ii |
Closed
258
|
$3,000 | |
| Tortoise Midstrm Energy Fd I |
Closed
50
|
$2,000 | |
| Virtus Stone Hbr Emg Mkts To |
Closed
300
|
$2,000 | |
| Alibaba Group Holding Ltd |
Closed
10
|
$1,000 | |
| Virtus Stone Hbr Emrg Mkts I |
Closed
211
|
$1,000 | |
| Fortrea Holdings Inc. |
Closed
50
|
$1,000 | |
| Schwab Strategic Tr Schwb Fdt |
Closed
4
|
$0 | |
| No transactions found | |||
| Showing first 500 out of 190 holdings | |||