Sawgrass Large Cap Quality Growth Equity (which includes a separately managed account, model portfolios, and an exchange-traded fund launched in July 2024) offers a sensible, lower-volatility approach to large-cap growth investing, but independently run sleeves and a lean team keep it from standing out. It earns Average People and Process ratings.
AAM Sawgrass U.S. Large Cap Quality Growth ETF SAWG
Morningstar’s Analysis SAWG
Will SAWG outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 49.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.53 | 221,984 | Technology |
Alphabet Inc Class A | 7.44 | 219,212 | Communication Services |
Apple Inc | 7.33 | 216,086 | Technology |
Microsoft Corp | 4.53 | 133,348 | Technology |
Advanced Micro Devices Inc | 4.39 | 129,412 | Technology |
Meta Platforms Inc Class A | 3.89 | 114,512 | Communication Services |
Exelixis Inc | 3.85 | 113,429 | Healthcare |
Broadcom Inc | 3.78 | 111,501 | Technology |
Incyte Corp | 3.31 | 97,574 | Healthcare |
Eli Lilly and Co | 3.06 | 90,032 | Healthcare |