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Sawyer & Company

Sawyer & Company is an investment advisor in Boston with $217.32M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
42906044
SEC advisor number
801-28526
FINRA CRD number
112849
AUM ?
$217.32M (as of 6 Apr 21)
Accounts
170 (as of 6 Apr 21)
Employees
4 (3 investment advisory or research)
Address
Sawyer & Company
50 CONGRESS STREET
SUITE 520
BOSTON
MA 02109
Office hours
Monday - Friday, 9:00 A.M.-4:30P.M.
Phone
617-227-7033
Owner Title From %Ownership
Sawyer, William, Cotter President 02/1986 50-75%
Webber, Benjamin, Price Executive Vice President, Chief Compliance Officer 11/2013 25-50%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 187 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$10.78M 76.2K 77.53K -1.7
$9.03M 32.02K 32.51K -1.5
$7.1M 90.41K 91.52K -1.2
$6.79M 2.54K 2.59K -1.8
$6.07M 69.67K 69.76K -0.1
$5.9M 52.45K 54.19K -3.2
$5.3M 80.28K 80.33K -0.1
$5.25M 23.55K 23.61K -0.3
$4.98M 24.91K 24.96K -0.2
$4.58M 85.99K 85.99K 0
$4.53M 26.15K 25.65K +1.9
$4.48M 29.44K 29.15K +1.0
$4.31M 26.68K 26.69K -0.0
$4.3M 20.63K 20.64K -0.0
$4.28M 23.49K 23.47K +0.1
$4.07M 75.26K 75.26K 0
$3.8M 17.89K 17.89K -0.0
$3.37M 15.85K 15.63K +1.4
$3.37M 20.59K 20.74K -0.7
$3.24M 9.55K 9.47K +0.8
$3.08M 18.22K 18.88K -3.5
$3.08M 26.05K 25.73K +1.3
$2.99M 110.59K 108.84K +1.6
$2.94M 26.61K 26.17K +1.7
$2.84M 22.64K 22.64K 0
$2.83M 8.61K 8.51K +1.2
$2.82M 18.88K 18.96K -0.4
$2.58M 9.51K 9.23K +3.0
$2.44M 20.39K 20.76K -1.8
$2.43M 35.82K 35.82K 0
$2.43M 41.24K 40.92K +0.8
$2.39M 6.88K 6.88K 0
$2.37M 14.16K 14.16K 0
$2.36M 25.06K 25.23K -0.7
$2.34M 23.22K 23.29K -0.3
$2.33M 18.33K 17.91K +2.3
$2.28M 7.12K 6.86K +3.8
$2.27M 21.01K 20.69K +1.5
$2.25M 41.29K 41.86K -1.3
$2.21M 26.02K 25.84K +0.7
$2.12M 23.85K 23.51K +1.4
$1.96M 26.12K 24.84K +5.2
$1.88M 14.61K 14.61K 0
$1.76M 6.26K 6.42K -2.5
$1.71M 640 728 -12.1
$1.61M 28.8K 31.22K -7.8
$1.6M 27.58K 27.58K 0
$1.58M 8.66K 8.67K -0.2
$1.51M 5.09K 5.12K -0.6
$1.46M 31.44K 32.25K -2.5
Holdings list only includes long positions. Only includes long positions.

Calendar

5 Dec 21
31 Jan 22

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings