1GA

1st Global Advisors Portfolio holdings

AUM $869M
1-Year Est. Return 16.26%
This Quarter Est. Return
1 Year Est. Return
+16.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$679M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Sells

1 +$45M
2 +$2.38M
3 +$1.52M
4
EWL icon
iShares MSCI Switzerland ETF
EWL
+$1.42M
5
MCD icon
McDonald's
MCD
+$1.28M

Sector Composition

1 Healthcare 6.45%
2 Technology 5.92%
3 Financials 5.46%
4 Industrials 4.75%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-4,347
502
-1,943
503
-2,702
504
-5,404
505
-8,202
506
-73,330
507
-1,630
508
-5,245
509
-3,856
510
-10,071
511
-3,606
512
-26,778
513
-1,696
514
-33,581
515
-7,421
516
-9,084
517
-6,255
518
-4,279
519
-7,153
520
-11,834
521
-13,913
522
-10,305
523
-1,933
524
-42,378
525
-12,144