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
76
$3.99M 0.16%
82,702
+900
77
$3.94M 0.16%
112,755
+556
78
$3.79M 0.16%
7,115
-273
79
$3.72M 0.15%
35,607
+33,920
80
$3.66M 0.15%
165,881
81
$3.62M 0.15%
59,872
82
$3.6M 0.15%
23,013
+4,806
83
$3.44M 0.14%
3,642
-36
84
$3.36M 0.14%
+6,925
85
$3.27M 0.13%
10,663
-79
86
$3.16M 0.13%
19,163
+1,098
87
$3.14M 0.13%
9,881
-50
88
$2.72M 0.11%
+31,861
89
$2.54M 0.1%
+80,009
90
$2.45M 0.1%
6,691
+283
91
$2.39M 0.1%
121,062
92
$2.3M 0.09%
+77,629
93
$2.3M 0.09%
8,985
+261
94
$2.25M 0.09%
7,942
95
$2.09M 0.09%
42,186
-29,132
96
$2.04M 0.08%
7,938
97
$2.03M 0.08%
16,672
98
$2M 0.08%
13,715
-1,077
99
$1.86M 0.08%
15,624
-1,277
100
$1.75M 0.07%
9,035
+939
2 3
4
5 6