Morningstar

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

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SAWG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SAWG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SAWG’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Margaret Giles
Rated on Published on

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Portfolio Holdings SAWG

More SAWG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.51 225,179
Technology

Alphabet Inc Class A

7.47 223,950
Communication Services

Apple Inc

7.45 223,316
Technology

Microsoft Corp

4.57 136,924
Technology

Advanced Micro Devices Inc

4.41 132,205
Technology

Exelixis Inc

3.81 114,145
Healthcare

Broadcom Inc

3.77 113,084
Technology

Meta Platforms Inc Class A

3.73 111,738
Communication Services

Incyte Corp

2.98 89,298
Healthcare

Eli Lilly and Co

2.97 88,890
Healthcare

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