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
$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
51
$7.54M 0.31%
35,605
+71
52
$7.25M 0.3%
42,485
-224
53
$7.11M 0.29%
8,612
+44
54
$6.67M 0.27%
1,447
-4
55
$6.57M 0.27%
60,147
+1,247
56
$6.52M 0.27%
12,219
-2
57
$6.48M 0.27%
23,593
-1,327
58
$6.42M 0.26%
65,000
+792
59
$6.39M 0.26%
115,173
60
$6.31M 0.26%
122,362
-29,775
61
$6.27M 0.26%
37,466
+34,316
62
$6.2M 0.26%
19,862
+120
63
$5.82M 0.24%
+40,938
64
$5.74M 0.24%
131,329
-8,067
65
$5.5M 0.23%
23,773
+337
66
$5.26M 0.22%
25,651
-342
67
$5.21M 0.21%
109,703
+7,684
68
$5.06M 0.21%
19,535
-483
69
$4.68M 0.19%
7,618
-47
70
$4.61M 0.19%
39,577
71
$4.51M 0.19%
40,380
+1,089
72
$4.5M 0.19%
16,553
-191
73
$4.25M 0.18%
11,088
-7,494
74
$4.12M 0.17%
+28,163
75
$4.04M 0.17%
48,335
+22,185
1 2
3
4 5