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
$773M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$72.7M
2
+$11.1M
3
+$4.04M
4
AMT icon
American Tower
AMT
+$3.67M
5
BLK icon
Blackrock
BLK
+$3.16M

Top Sells

1
+$85.8M
2
+$4.56M
3
+$4.29M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.37M
5
DJCO icon
Daily Journal
DJCO
+$1.76M

Sector Composition

1 Communication Services 3.93%
2 Financials 3.69%
3 Technology 3.35%
4 Industrials 3.12%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.86M 0.37%
17,675
-347
52
$2.75M 0.36%
+21,412
53
$2.31M 0.3%
19,082
-1,087
54
$1.9M 0.25%
25,529
+36
55
$1.31M 0.17%
16,906
-2,521
56
$1.2M 0.16%
29,040
-57,140
57
$1.2M 0.16%
10,567
-753,700
58
$1.18M 0.15%
14,336
59
$633K 0.08%
11,368
-10,436
60
$622K 0.08%
3,734
-1,405
61
$489K 0.06%
2,935
+377
62
$472K 0.06%
5,248
63
$463K 0.06%
+3,062
64
$449K 0.06%
2,097
-8,240
65
$424K 0.05%
2,528
-2,485
66
$409K 0.05%
4,806
-63
67
$383K 0.05%
5,417
-364
68
$370K 0.05%
5,354
69
$347K 0.04%
2,361
-161
70
$335K 0.04%
+2,000
71
$321K 0.04%
4,835
-302
72
$314K 0.04%
9,264
-654
73
$313K 0.04%
6,418
-1,250
74
$305K 0.04%
5,611
-1,297
75
$284K 0.04%
8,636
-8,268
1 2
3
4