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
51
$2.33M 0.32%
20,169
+631
52
$1.76M 0.24%
25,493
53
$1.47M 0.2%
+19,427
54
$1.2M 0.17%
21,804
+1,244
55
$1.15M 0.16%
+14,336
56
$816K 0.11%
5,139
-177
57
$803K 0.11%
5,013
-856
58
$553K 0.08%
3,551
+790
59
$515K 0.07%
16,904
60
$447K 0.06%
5,248
-2,363
61
$417K 0.06%
+2,558
62
$410K 0.06%
7,668
+1,124
63
$404K 0.06%
6,908
+1,901
64
$399K 0.05%
5,781
-804
65
$368K 0.05%
+5,354
66
$343K 0.05%
4,869
-81
67
$338K 0.05%
2,522
+656
68
$312K 0.04%
5,137
69
$300K 0.04%
9,918
+854
70
$296K 0.04%
8,508
+162
71
$292K 0.04%
+2,168
72
$287K 0.04%
2,769
+119
73
$260K 0.04%
5,289
+147
74
$257K 0.04%
+4,427
75
$244K 0.03%
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3
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