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
101
$1.75M 0.07%
6,752
+2,260
102
$1.57M 0.06%
6,435
103
$1.54M 0.06%
7,336
+222
104
$1.46M 0.06%
24,058
105
$1.45M 0.06%
2,644
-32
106
$1.32M 0.05%
10,409
107
$1.32M 0.05%
12,788
108
$1.29M 0.05%
5,115
+3,279
109
$1.25M 0.05%
2,393
-324
110
$1.22M 0.05%
13,060
+1,590
111
$1.15M 0.05%
+26,169
112
$1.04M 0.04%
2,878
-550
113
$1.01M 0.04%
3,744
-58
114
$964K 0.04%
13,228
-268
115
$953K 0.04%
17,652
+31
116
$890K 0.04%
26,985
+13,625
117
$886K 0.04%
6,102
-17
118
$847K 0.03%
14,428
-199,818
119
$838K 0.03%
+18,351
120
$826K 0.03%
2,866
-520
121
$821K 0.03%
3,521
+613
122
$815K 0.03%
7,333
-118
123
$809K 0.03%
8,767
-836
124
$800K 0.03%
2,562
+503
125
$797K 0.03%
28,516
-1,385
3 4
5
6 7