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
$1.01B
AUM Growth
+$910M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Sells

1 +$2.78M
2 +$580K
3 +$365K
4
CTSH icon
Cognizant
CTSH
+$268K
5
J icon
Jacobs Solutions
J
+$200K

Sector Composition

1 Technology 3.76%
2 Financials 3.35%
3 Healthcare 2.89%
4 Industrials 2.29%
5 Consumer Staples 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$214K 0.02%
+1,420
102
$206K 0.02%
+525
103
$157K 0.02%
10,000
104
-3,328
105
-4,089
106
-3,673
107
-10,021
108
-41,219