Sawgrass Asset Management Llc Buys Amazon.com Inc, Microsoft Corp, Broadcom Inc, Sells Comcast Corp, Amgen Inc, Expeditors International of Washington Inc

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May 16, 2020
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Jacksonville Beach, FL, based Investment company Sawgrass Asset Management Llc (Current Portfolio) buys Amazon.com Inc, Microsoft Corp, Broadcom Inc, Cerner Corp, Fiserv Inc, sells Comcast Corp, Amgen Inc, Expeditors International of Washington Inc, Coca-Cola Co, McDonald's Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Sawgrass Asset Management Llc. As of 2020Q1, Sawgrass Asset Management Llc owns 135 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

For the details of SAWGRASS ASSET MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sawgrass+asset+management+llc/current-portfolio/portfolio

These are the top 5 holdings of SAWGRASS ASSET MANAGEMENT LLC
  1. Microsoft Corp (MSFT) - 538,366 shares, 7.61% of the total portfolio. Shares added by 39.33%
  2. Apple Inc (AAPL) - 313,647 shares, 7.14% of the total portfolio. Shares added by 15.21%
  3. Alphabet Inc (GOOGL) - 47,912 shares, 4.99% of the total portfolio. Shares added by 24.66%
  4. Mastercard Inc (MA) - 154,192 shares, 3.34% of the total portfolio. Shares added by 44.14%
  5. Broadcom Inc (AVGO) - 152,929 shares, 3.25% of the total portfolio. Shares added by 82.45%
New Purchase: Amazon.com Inc (AMZN)

Sawgrass Asset Management Llc initiated holding in Amazon.com Inc. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2409.78. The impact to a portfolio due to this purchase was 2.64%. The holding were 15,096 shares as of .

New Purchase: Cerner Corp (CERN)

Sawgrass Asset Management Llc initiated holding in Cerner Corp. The purchase prices were between $54.7 and $80.23, with an estimated average price of $71.32. The stock is now traded at around $65.11. The impact to a portfolio due to this purchase was 1.14%. The holding were 202,404 shares as of .

New Purchase: Accenture PLC (ACN)

Sawgrass Asset Management Llc initiated holding in Accenture PLC. The purchase prices were between $143.69 and $215.92, with an estimated average price of $193.46. The stock is now traded at around $183.88. The impact to a portfolio due to this purchase was 0.81%. The holding were 55,587 shares as of .

New Purchase: CDW Corp (CDW)

Sawgrass Asset Management Llc initiated holding in CDW Corp. The purchase prices were between $79.56 and $144.6, with an estimated average price of $123.24. The stock is now traded at around $97.81. The impact to a portfolio due to this purchase was 0.68%. The holding were 81,510 shares as of .

New Purchase: General Dynamics Corp (GD)

Sawgrass Asset Management Llc initiated holding in General Dynamics Corp. The purchase prices were between $106.6 and $189.43, with an estimated average price of $166.85. The stock is now traded at around $130.92. The impact to a portfolio due to this purchase was 0.08%. The holding were 6,650 shares as of .

New Purchase: iShares Russell 1000 Growth (IWF)

Sawgrass Asset Management Llc initiated holding in iShares Russell 1000 Growth. The purchase prices were between $131.24 and $191.72, with an estimated average price of $171.91. The stock is now traded at around $175.14. The impact to a portfolio due to this purchase was 0.07%. The holding were 5,511 shares as of .

Added: Microsoft Corp (MSFT)

Sawgrass Asset Management Llc added to a holding in Microsoft Corp by 39.33%. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $183.16. The impact to a portfolio due to this purchase was 2.15%. The holding were 538,366 shares as of .

Added: Broadcom Inc (AVGO)

Sawgrass Asset Management Llc added to a holding in Broadcom Inc by 82.45%. The purchase prices were between $167.87 and $324.7, with an estimated average price of $283.21. The stock is now traded at around $260.41. The impact to a portfolio due to this purchase was 1.47%. The holding were 152,929 shares as of .

Added: Fiserv Inc (FISV)

Sawgrass Asset Management Llc added to a holding in Fiserv Inc by 55.89%. The purchase prices were between $77 and $123.89, with an estimated average price of $111.47. The stock is now traded at around $100.02. The impact to a portfolio due to this purchase was 1.05%. The holding were 346,024 shares as of .

Added: Mastercard Inc (MA)

Sawgrass Asset Management Llc added to a holding in Mastercard Inc by 44.14%. The purchase prices were between $203.3 and $344.56, with an estimated average price of $298.41. The stock is now traded at around $278.94. The impact to a portfolio due to this purchase was 1.02%. The holding were 154,192 shares as of .

Added: Alphabet Inc (GOOGL)

Sawgrass Asset Management Llc added to a holding in Alphabet Inc by 24.66%. The purchase prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46. The stock is now traded at around $1373.06. The impact to a portfolio due to this purchase was 0.99%. The holding were 47,912 shares as of .

Added: Facebook Inc (FB)

Sawgrass Asset Management Llc added to a holding in Facebook Inc by 44.04%. The purchase prices were between $146.01 and $223.23, with an estimated average price of $196.62. The stock is now traded at around $210.88. The impact to a portfolio due to this purchase was 0.88%. The holding were 193,309 shares as of .

Sold Out: Coca-Cola Co (KO)

Sawgrass Asset Management Llc sold out a holding in Coca-Cola Co. The sale prices were between $37.56 and $60.13, with an estimated average price of $54.17.

Sold Out: McDonald's Corp (MCD)

Sawgrass Asset Management Llc sold out a holding in McDonald's Corp. The sale prices were between $137.1 and $217.46, with an estimated average price of $197.58.

Sold Out: Dell Technologies Inc (DELL)

Sawgrass Asset Management Llc sold out a holding in Dell Technologies Inc. The sale prices were between $28.87 and $53.34, with an estimated average price of $45.79.

Sold Out: Fortive Corp (FTV)

Sawgrass Asset Management Llc sold out a holding in Fortive Corp. The sale prices were between $42.01 and $79.4, with an estimated average price of $69.69.

Sold Out: Boeing Co (BA)

Sawgrass Asset Management Llc sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.

Sold Out: Asbury Automotive Group Inc (ABG)

Sawgrass Asset Management Llc sold out a holding in Asbury Automotive Group Inc. The sale prices were between $44.62 and $111.79, with an estimated average price of $87.83.



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