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
$738M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$39.8M
2 +$32.8M
3 +$27.6M
4
AMZN icon
Amazon
AMZN
+$23.5M
5
VEEV icon
Veeva Systems
VEEV
+$17.1M

Top Sells

1 +$42.4M
2 +$29.6M
3 +$9.31M
4
META icon
Meta Platforms (Facebook)
META
+$9.04M
5
TWTR
Twitter, Inc.
TWTR
+$8.17M

Sector Composition

1 Communication Services 26.5%
2 Technology 23.42%
3 Real Estate 15.14%
4 Consumer Discretionary 10.78%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$679K 0.09%
20,000
27
-100,000
28
-350,000
29
-300,000