Newman Dignan & Sheerar Inc

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CAFR Data
Newman Dignan & Sheerar Inc
CRD #107565
SEC #801-41412
CIK #1566493
AUM $463.3 MM (96% Disc, 100% US, 2020-03-27)
Employees8 (75% Investors, 0% Brokers)
Phone401-351-4010
Address56 Exchange Terrace
Providence, RI 02903
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4653722791869301999200620132021
Sector Issuer Cap ($MM) Value ($MM)
WFC 107,670.0 864.0
SCHX 68.5
SDY 31.7
SPY 11.0
COF 29,960.0 9.4
SCHD 9.2
SCHZ 8.6
SCHV 7.3
TIPX 6.8
SCHG 6.6
View All
Holdings by Sector ($)
2.11.71.30.80.40.02014201620182020
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