CONNOLLY SARAH T.

PrivateCIK: 1845262
Location

BOSTON, MA

4
Positions
$1.11M
Total AUM (reported)
9.13K
Total Shares

Allocation by class

TOTAL AUM$1.11M4 positions
COM$1.11M100.0%

Portfolio Concentration

Top 381.9%4–1018.1%TOP 10100.0%0%100%
Top 3$906.5K81.9%
4–10$200.9K18.1%

Top 3 weight

81.9%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 9.13K

Sole

Full voting authority

9.13K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:

Microsoft Corporation

SOLE
Com
Shares1.03K
TypeSH
Market value$389.2K
35.15%
Sole
1.03K
Shared
0.00
None
0.00

NextEra Energy Inc

SOLE
Com
Shares4.67K
TypeSH
Market value$284.0K
25.64%
Sole
4.67K
Shared
0.00
None
0.00

Procter & Gamble Co

SOLE
Com
Shares1.59K
TypeSH
Market value$233.3K
21.07%
Sole
1.59K
Shared
0.00
None
0.00

Abbott Laboratories

SOLE
Com
Shares1.82K
TypeSH
Market value$200.9K
18.14%
Sole
1.82K
Shared
0.00
None
0.00