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| Sawyer & Co Inc
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|---|---|
| CRD # | 112849 |
| SEC # | 801-28526 |
| CIK # | 0001722436 |
| AUM | 320.1 M (2026-06-01) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-227-7033 |
| Address | 50 Congress Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001722436 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 15.1 | ||
| Apple Inc | 13.5 | ||
| Nvidia Corp | 13.2 | ||
| Lilly Eli & Co | 10.7 | ||
| Microsoft Corp | 10.4 | ||
| TJX Companies Inc /DE/ | 9.1 | ||
| Oracle Corp | 9.0 | ||
| Visa Inc | 6.1 | ||
| Micron Technology Inc | 6.1 | ||
| Amgen Inc | 5.6 | ||
| Facebook Inc | 5.2 | ||
| Arista Networks Inc | 5.2 | ||
| Travelers Companies Inc | 4.9 | ||
| Honeywell International Inc | 4.5 | ||
| Eaton Corp Ltd | 4.4 | ||
| J P Morgan Chase & Co | 4.4 | ||
| Johnson & Johnson | 4.2 | ||
| Automatic Data Processing Inc | 4.1 | ||
| Walt Disney Co | 3.8 | ||
| Cisco Systems Inc | 3.7 | ||
| Paychex Inc | 3.7 | ||
| Amazon Com Inc | 3.6 | ||
| Mastercard Inc | 3.6 | ||
| Salesforce Com Inc | 3.6 | ||
| Conocophillips | 3.2 | ||
| Sysco Corp | 3.1 | ||
| Accenture PLC | 3.0 | ||
| American Express Co | 3.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 20.7 |
| (b) Individuals (high net worth individuals) | 129 | 266.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 27.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.9 |
| (n) Other | 0 | 0.0 |
| Total | 232 | 320.1 |
| By Discretionary | ||
| Discretionary | 231 | 319.1 |
| Non-Discretionary | 1 | 1.0 |
| Total | 232 | 320.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 320.1 | |
| Total | 232 | 320.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001722436] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 26 |
| Serves | Institutional, Retail |
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