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
$531M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.2M
3
+$2.86M
4
LNKD
LinkedIn Corporation
LNKD
+$2.79M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.37M

Top Sells

1
+$2.84M
2
+$1.82M
3
+$1.41M
4
NKE icon
Nike
NKE
+$1.4M
5
IBM icon
IBM
IBM
+$403K

Sector Composition

1 Technology 5.85%
2 Communication Services 5.04%
3 Financials 4.41%
4 Industrials 3.75%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.5M 14.6%
1,132,982
+41,840
2
$69.3M 13.06%
354,032
+16,415
3
$60.1M 11.33%
660,937
+26,070
4
$33.9M 6.39%
392,075
+22,910
5
$33.8M 6.37%
1,180,805
+48,165
6
$27.8M 5.24%
724,351
+18,325
7
$25.4M 4.79%
589,082
+31,870
8
$8.47M 1.6%
125,822
9
$7.73M 1.46%
29,673
-635
10
$6.98M 1.32%
241,261
+7,709
11
$6.85M 1.29%
34,779
12
$6.77M 1.28%
291,348
-60,612
13
$6.13M 1.16%
60,915
+34
14
$5.53M 1.04%
42,338
+295
15
$5.31M 1%
50,756
-1,772
16
$5.25M 0.99%
99,836
-2,005
17
$5.22M 0.98%
321,600
+102,220
18
$4.9M 0.92%
62,374
+1,892
19
$4.55M 0.86%
36,097
+242
20
$4.47M 0.84%
52,148
+355
21
$4.33M 0.82%
160,612
+1,400
22
$4.31M 0.81%
54,384
+730
23
$4.19M 0.79%
24,177
-2,327
24
$4.1M 0.77%
34,787
+115
25
$3.86M 0.73%
32,256
-402
1
2 3 4