SGM
Seven Grand Managers Portfolio holdings
AUM
$1.23B
1-Year Est. Return
55.48%
1 Year Est. Return
+55.48%
AUM
$1.23B
AUM Growth
+$397M
(+48%)
Holding
113
Top Buys
| 1 | +$47.9M | |
| 2 | +$46.4M | |
| 3 | +$38.1M | |
| 4 |
AeroVironment
AVAV
|
+$37.8M |
| 5 |
VeriSign
VRSN
|
+$34.9M |
Top Sells
| 1 | +$35.2M | |
| 2 | +$33.1M | |
| 3 | +$24.8M | |
| 4 |
SNDK
Sandisk
SNDK
|
+$22.4M |
| 5 |
American Electric Power
AEP
|
+$15.6M |
Sector Composition
| 1 | Technology | 23.23% |
| 2 | Financials | 20.64% |
| 3 | Industrials | 19.38% |
| 4 | Communication Services | 9.71% |
| 5 | Healthcare | 9.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Atlas Energy Solutions
AESI
$1.1B
| – | – |
-250,000
|
|
||
|
ANSS
102
DELISTED
Ansys
ANSS
| – | – |
-23,000
|
|
||
103
Cal-Maine
CALM
$3.95B
| – | – |
-70,000
|
|
||
104
Carrier Global
CARR
$45.3B
| – | – |
-100,000
|
|
||
105
Vita Coco
COCO
$3.11B
| – | – |
-100,000
|
|
||
106
Crescent Energy
CRGY
$2.38B
| – | – |
-250,000
|
|
||
107
Ecovyst
ECVT
$1.03B
| – | – |
-150,000
|
|
||
108
Johnson & Johnson
JNJ
$495B
| – | – |
-54,000
|
|
||
109
SiTime
SITM
$8.04B
| – | – |
-15,000
|
|
||
110
BrightSpring Health Services
BTSG
$6.34B
| – | – |
-150,000
|
|
||
111
Amer Sports
AS
$20.5B
| – | – |
-300,000
|
|
||
|
AII
112
American Integrity Insurance
AII
$402M
| – | – |
-50,000
|
|
||
|
AHL
113
Aspen Insurance
AHL
$3.4B
| – | – |
-60,000
|
|