SGM
Seven Grand Managers Portfolio holdings
AUM
$834M
1-Year Est. Return
53.05%
1 Year Est. Return
+53.05%
AUM
$428M
AUM Growth
+$210M
(+96%)
Holding
55
Top Buys
| 1 | +$51.3M | |
| 2 | +$35.5M | |
| 3 | +$27.6M | |
| 4 |
Entergy
ETR
|
+$25.6M |
| 5 |
American Electric Power
AEP
|
+$16.4M |
Top Sells
| 1 | +$8.85M | |
| 2 | +$8.81M | |
| 3 | +$8.43M | |
| 4 |
PG&E
PCG
|
+$8.07M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$7.1M |
Sector Composition
| 1 | Consumer Staples | 23.42% |
| 2 | Financials | 16.91% |
| 3 | Utilities | 16.26% |
| 4 | Industrials | 12.94% |
| 5 | Technology | 11.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Astera Labs
ALAB
$26.6B
| – | – |
-50,000
|
|
||
52
Rubrik
RBRK
$15.2B
| – | – |
-25,000
|
|
||
53
Viking Holdings
VIK
$26.9B
| – | – |
-200,000
|
|
||
|
BKV
54
BKV Corp
BKV
$1.82B
| – | – |
-35,000
|
|
||
|
INGM
55
Ingram Micro Holding
INGM
$5.05B
| – | – |
-50,000
|
|