AAM Sawgrass U.S. Large Cap Quality Growth ETF SAWG

Medalist Rating as of | See AAM Investment Hub

Morningstar’s Analysis SAWG

Will SAWG outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

A smooth ride with key limitations.

Analyst Margaret Giles

Margaret Giles

Analyst

Summary

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SAWG

  • 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

Sponsor Center