SM

SCGE Management Portfolio holdings

AUM $4.77B
1-Year Est. Return 48.09%
This Quarter Est. Return
1 Year Est. Return
+48.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$601M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$39.1M
2 +$25.7M
3 +$19.3M
4
MU icon
Micron Technology
MU
+$17.5M
5
RHT
Red Hat Inc
RHT
+$11.5M

Sector Composition

1 Technology 32.1%
2 Communication Services 29.92%
3 Real Estate 23.91%
4 Consumer Discretionary 8.03%
5 Consumer Staples 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-350,000