SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.69B
1-Year Est. Return 14.3%
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$728M
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$8.41M
3
+$3.7M
4
CRM icon
Salesforce
CRM
+$3.44M
5
SHW icon
Sherwin-Williams
SHW
+$3.26M

Top Sells

1
+$5.6M
2
+$2.45M
3
+$335K
4
META icon
Meta Platforms (Facebook)
META
+$311K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$305K

Sector Composition

1 Communication Services 4.76%
2 Technology 3.97%
3 Financials 3.42%
4 Industrials 3.17%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.2M 0.72%
61,893
+1,615
27
$5.18M 0.71%
61,701
+592
28
$5.1M 0.7%
158,801
+2,711
29
$4.93M 0.68%
79,308
+1,451
30
$4.77M 0.66%
41,371
+36
31
$4.72M 0.65%
130,234
+3,859
32
$4.55M 0.63%
89,486
+2,074
33
$4.32M 0.59%
37,672
+155
34
$4.32M 0.59%
140,124
+3,364
35
$4.22M 0.58%
28,254
-79
36
$4.07M 0.56%
108,076
+1,336
37
$3.96M 0.54%
86,956
-5,176
38
$3.84M 0.53%
44,815
+831
39
$3.63M 0.5%
118,135
-616
40
$3.53M 0.49%
31,824
+1,089
41
$3.44M 0.47%
+50,303
42
$3.39M 0.47%
32,760
+140
43
$3.34M 0.46%
46,446
+2,049
44
$3.33M 0.46%
86,180
-280
45
$3.26M 0.45%
+36,345
46
$3.23M 0.44%
+64,384
47
$3.01M 0.41%
78,308
+1,223
48
$2.83M 0.39%
40,070
-4,736
49
$2.77M 0.38%
18,022
+2,066
50
$2.5M 0.34%
10,337
-1,000
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