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 47.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.63 225,605
Technology

NVIDIA Corp

7.13 211,032
Technology

Alphabet Inc Class A

6.88 203,702
Communication Services

Microsoft Corp

4.72 139,541
Technology

Exelixis Inc

4.26 125,923
Healthcare

Advanced Micro Devices Inc

3.82 113,163
Technology

Broadcom Inc

3.49 103,359
Technology

Meta Platforms Inc Class A

3.30 97,737
Communication Services

Eli Lilly and Co

3.29 97,215
Healthcare

Incyte Corp

3.03 89,742
Healthcare

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