SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.84B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$531M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.2M
3
+$2.86M
4
LNKD
LinkedIn Corporation
LNKD
+$2.79M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.37M

Top Sells

1
+$2.84M
2
+$1.82M
3
+$1.41M
4
NKE icon
Nike
NKE
+$1.4M
5
IBM icon
IBM
IBM
+$403K

Sector Composition

1 Technology 5.85%
2 Communication Services 5.04%
3 Financials 4.41%
4 Industrials 3.75%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 0.72%
35,274
+404
27
$3.79M 0.71%
71,860
+780
28
$3.72M 0.7%
59,878
+453
29
$3.69M 0.7%
94,004
+4,920
30
$3.68M 0.69%
45,580
+381
31
$3.67M 0.69%
39,386
+1,905
32
$3.65M 0.69%
136,571
+554
33
$3.62M 0.68%
137,367
+3,575
34
$3.62M 0.68%
35,232
+681
35
$3.56M 0.67%
61,757
+2,470
36
$3.55M 0.67%
83,714
+2,090
37
$3.48M 0.66%
123,574
+4,932
38
$3.41M 0.64%
110,349
-58,946
39
$3.35M 0.63%
86,292
-36,070
40
$3.3M 0.62%
59,940
+2,285
41
$3.2M 0.6%
+38,625
42
$3.17M 0.6%
44,710
+1,796
43
$3.04M 0.57%
16
-1
44
$2.96M 0.56%
71,017
+72
45
$2.79M 0.53%
+16,253
46
$2.77M 0.52%
67,744
+370
47
$2.68M 0.51%
46,253
+1,710
48
$2.67M 0.5%
27,389
+1,383
49
$2.57M 0.48%
16,670
+310
50
$2.56M 0.48%
37,419
+855
1
2
3 4