SAWYER & COMPANY, INC

HTTP://WWW.SAWYER-COMPANY.COM BOSTON, MA Investment Advisor How do I update this listing?

Sawyer & Company is based out of Boston. Sawyer & Company is a large advisory firm with 181 clients and discretionary assets under management (AUM) of $182,568,458 (Form ADV from 2018-11-01). Their last reported 13F filing for Q4 2019 included $155,309,000 in managed 13F securities and a top 10 holdings concentration of 36.45%. Sawyer & Company's largest holding is Apple Inc with shares held of 34,722. Whalewisdom has at least 9 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $155.309 Million
  • Prior Market Value $140.438 Million
  • New Purchases3 stocks
  • Additional Purchases43 stocks
  • Sold out of1 stock
  • Reduced holdings in44 stocks
  • Top 10 Holdings % 36.45 %
  • Turnover % [1]:2.26%
  • Turnover Alt % [2]: 4.49 %
  • Time Held Top20:6.70 quarters
  • Time Held Top10:7.00 quarters
  • Time Held All:7.31 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 8.45%
Performance Last 4 Quarters: 13.82%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SAWYER & CO INC
50 CONGRESS STREET
BOSTON MA    02109
Country: United States

Business Phone: 617-227-7033
Fax: 617-227-4754
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MA
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 89,942,100
Total Number of Clients: 181
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (4)
Data above was derived from SEC filings.

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SAWYER & CO INC

ownership team - last updated 2019-05-06
Name Title Start Date Direct/Indirect % Ownership
SAWYER, WILLIAM, COTTER PRESIDENT 02/01/1986 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAWYER & CO INC PRESIDENT direct 1986-02-01
SAWYER & CO INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1986-02-01 2013-04-30
WEBBER, BENJAMIN, PRICE EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER 11/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SAWYER & CO INC VICE PRESIDENT direct 2013-11-01

SAWYER & CO INC

ownership team - last updated 2017-12-20
Name Title Start Date Direct/Indirect % Ownership
SAWYER, WILLIAM, COTTER PRESIDENT 02/01/1986 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAWYER & CO INC PRESIDENT direct 1986-02-01
SAWYER & CO INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1986-02-01 2013-04-30
FOLEY, MICHAEL, ANDREW CHIEF COMPLIANCE OFFICER 09/01/1986 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAWYER & CO INC CHIEF COMPLIANCE OFFICER direct 1986-09-01
WEBBER, BENJAMIN, PRICE VICE PRESIDENT 11/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SAWYER & CO INC VICE PRESIDENT direct 2013-11-01

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