SGM

Seven Grand Managers Portfolio holdings

AUM $834M
1-Year Est. Return 53.05%
This Quarter Est. Return
1 Year Est. Return
+53.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$7.53M
3 +$5.84M
4
SNOW icon
Snowflake
SNOW
+$4.97M
5
LVS icon
Las Vegas Sands
LVS
+$4.92M

Top Sells

1 +$21.4M
2 +$6.35M
3 +$5.44M
4
MSGE icon
Madison Square Garden
MSGE
+$3.41M
5
HLMN icon
Hillman Solutions
HLMN
+$3.3M

Sector Composition

1 Technology 41.82%
2 Energy 14.7%
3 Industrials 12.88%
4 Consumer Discretionary 10.3%
5 Utilities 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-110,236