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 49.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.55 223,127
Technology

Alphabet Inc Class A

7.49 221,243
Communication Services

Apple Inc

7.40 218,461
Technology

Microsoft Corp

4.55 134,380
Technology

Advanced Micro Devices Inc

4.41 130,305
Technology

Exelixis Inc

3.82 112,965
Healthcare

Meta Platforms Inc Class A

3.81 112,403
Communication Services

Broadcom Inc

3.73 110,274
Technology

Incyte Corp

3.25 96,109
Healthcare

Eli Lilly and Co

2.98 87,938
Healthcare

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