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
HON icon
51
Honeywell
HON
$129B
$7.54M 0.31%
35,605
+71
PANW icon
52
Palo Alto Networks
PANW
$141B
$7.25M 0.3%
42,485
-224
LLY icon
53
Eli Lilly
LLY
$720B
$7.11M 0.29%
8,612
+44
BKNG icon
54
Booking.com
BKNG
$164B
$6.67M 0.27%
1,447
-4
AEP icon
55
American Electric Power
AEP
$62.9B
$6.57M 0.27%
60,147
+1,247
MDY icon
56
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$6.52M 0.27%
12,219
-2
VTI icon
57
Vanguard Total Stock Market ETF
VTI
$543B
$6.48M 0.27%
23,593
-1,327
DIS icon
58
Walt Disney
DIS
$199B
$6.42M 0.26%
65,000
+792
ACWX icon
59
iShares MSCI ACWI ex US ETF
ACWX
$6.96B
$6.39M 0.26%
115,173
MUNI icon
60
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.25B
$6.31M 0.26%
122,362
-29,775
AVGO icon
61
Broadcom
AVGO
$1.65T
$6.27M 0.26%
37,466
+34,316
ACN icon
62
Accenture
ACN
$148B
$6.2M 0.26%
19,862
+120
KMB icon
63
Kimberly-Clark
KMB
$40.3B
$5.82M 0.24%
+40,938
EEM icon
64
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$5.74M 0.24%
131,329
-8,067
LNG icon
65
Cheniere Energy
LNG
$48.1B
$5.5M 0.23%
23,773
+337
DHR icon
66
Danaher
DHR
$150B
$5.26M 0.22%
25,651
-342
EAGG icon
67
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.21B
$5.21M 0.21%
109,703
+7,684
TSLA icon
68
Tesla
TSLA
$1.46T
$5.06M 0.21%
19,535
-483
INTU icon
69
Intuit
INTU
$184B
$4.68M 0.19%
7,618
-47
ACWI icon
70
iShares MSCI ACWI ETF
ACWI
$22.9B
$4.61M 0.19%
39,577
PLD icon
71
Prologis
PLD
$115B
$4.51M 0.19%
40,380
+1,089
ETN icon
72
Eaton
ETN
$145B
$4.5M 0.19%
16,553
-191
ADBE icon
73
Adobe
ADBE
$140B
$4.25M 0.18%
11,088
-7,494
SNOW icon
74
Snowflake
SNOW
$81.6B
$4.12M 0.17%
+28,163
WYNN icon
75
Wynn Resorts
WYNN
$12.2B
$4.04M 0.17%
48,335
+22,185