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.

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Portfolio Holdings SAWG

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.56 225,657
Technology

NVIDIA Corp

7.27 216,865
Technology

Alphabet Inc Class A

7.21 215,251
Communication Services

Microsoft Corp

4.68 139,633
Technology

Exelixis Inc

4.18 124,898
Healthcare

Advanced Micro Devices Inc

3.94 117,729
Technology

Meta Platforms Inc Class A

3.62 108,116
Communication Services

Broadcom Inc

3.55 106,069
Technology

Eli Lilly and Co

3.24 96,577
Healthcare

Incyte Corp

3.01 89,844
Healthcare

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