SBA
Seven Bridges Advisors Portfolio holdings
AUM
$9.75M
1-Year Return
16.73%
This Quarter Return
+4.25%
1 Year Return
+16.73%
3 Year Return
+50.21%
5 Year Return
–
10 Year Return
–
AUM
$99.8M
AUM Growth
–
Cap. Flow
+$99.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.15%
Holding
143
New
143
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Bausch Health
BHC
|
$6.7M |
| 2 |
Bath & Body Works
BBWI
|
$4.04M |
| 3 |
Microsoft
MSFT
|
$3.7M |
| 4 |
Constellation Brands
STZ
|
$2.69M |
| 5 |
American International
AIG
|
$2.51M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 19.51% |
| 2 | Consumer Discretionary | 17.8% |
| 3 | Healthcare | 17.21% |
| 4 | Technology | 11.05% |
| 5 | Energy | 8.03% |
