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
$2.43B
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$60.4M
2 +$60.4M
3 +$15.2M
4
DOCS icon
Doximity
DOCS
+$10.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.87M

Top Sells

1 +$35.3M
2 +$21.9M
3 +$11.7M
4
MDLZ icon
Mondelez International
MDLZ
+$5.6M
5
UPS icon
United Parcel Service
UPS
+$4.09M

Sector Composition

1 Technology 6.07%
2 Financials 3.48%
3 Healthcare 3.05%
4 Consumer Discretionary 2.66%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JPST icon
26
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$15.7M 0.64%
309,225
+78,480
PULS icon
27
PGIM Ultra Short Bond ETF
PULS
$12.6B
$15.5M 0.64%
311,846
+80,009
BRK.A icon
28
Berkshire Hathaway Class A
BRK.A
$1.06T
$15.2M 0.62%
+19
IYR icon
29
iShares US Real Estate ETF
IYR
$3.76B
$14M 0.58%
145,982
-7,306
DOCS icon
30
Doximity
DOCS
$12.7B
$13.9M 0.57%
240,301
+177,288
VEEV icon
31
Veeva Systems
VEEV
$46.5B
$12.2M 0.5%
52,869
+4,049
ESML icon
32
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2B
$12.1M 0.5%
314,368
+8,690
TJX icon
33
TJX Companies
TJX
$160B
$10.9M 0.45%
89,880
+439
CVX icon
34
Chevron
CVX
$308B
$10.4M 0.43%
62,090
+1,185
CME icon
35
CME Group
CME
$96.6B
$10.2M 0.42%
38,461
-265
ESGD icon
36
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$9.83M 0.41%
120,388
+3,232
PH icon
37
Parker-Hannifin
PH
$92.8B
$9.71M 0.4%
15,980
-88
VB icon
38
Vanguard Small-Cap ETF
VB
$67B
$9.67M 0.4%
43,606
+6,074
MUB icon
39
iShares National Muni Bond ETF
MUB
$40.3B
$9.59M 0.4%
90,941
-37,746
DASH icon
40
DoorDash
DASH
$112B
$9.54M 0.39%
52,212
ZM icon
41
Zoom
ZM
$23.9B
$9.12M 0.38%
123,610
PG icon
42
Procter & Gamble
PG
$354B
$9M 0.37%
52,831
+795
SYK icon
43
Stryker
SYK
$143B
$8.73M 0.36%
23,458
-76
BLK icon
44
Blackrock
BLK
$180B
$8.73M 0.36%
9,226
+78
ECL icon
45
Ecolab
ECL
$78.5B
$8.36M 0.34%
32,983
-516
JNJ icon
46
Johnson & Johnson
JNJ
$465B
$8.27M 0.34%
49,890
-2,303
ABT icon
47
Abbott
ABT
$224B
$8.17M 0.34%
61,602
-1,753
CRM icon
48
Salesforce
CRM
$231B
$7.97M 0.33%
29,701
-9,303
ADSK icon
49
Autodesk
ADSK
$64.7B
$7.67M 0.32%
29,302
+100
WM icon
50
Waste Management
WM
$86.8B
$7.57M 0.31%
32,714
+306