SFG

SevenBridge Financial Group Portfolio holdings

AUM $567M
1-Year Est. Return 16.15%
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1 +$779K
2 +$710K
3 +$659K
4
UPS icon
United Parcel Service
UPS
+$644K
5
GT icon
Goodyear
GT
+$586K

Top Sells

1 +$770K
2 +$640K
3 +$626K
4
KMB icon
Kimberly-Clark
KMB
+$597K
5
BMY icon
Bristol-Myers Squibb
BMY
+$555K

Sector Composition

1 Technology 14.85%
2 Financials 13.91%
3 Healthcare 13.77%
4 Consumer Staples 12.28%
5 Industrials 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$31K 0.02%
+550
327
$31K 0.02%
2,000
328
$31K 0.02%
+1,373
329
$30K 0.02%
817
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330
$30K 0.02%
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331
$29K 0.02%
+2,057
332
$29K 0.02%
400
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333
$29K 0.02%
454
334
$29K 0.02%
524
335
$29K 0.02%
+275
336
$28K 0.02%
+1,400
337
$28K 0.02%
+792
338
$28K 0.02%
200
339
$28K 0.02%
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340
$28K 0.02%
431
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341
$28K 0.02%
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342
$27K 0.02%
753
343
$27K 0.02%
785
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344
$27K 0.02%
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345
$27K 0.02%
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346
$27K 0.02%
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347
$27K 0.02%
600
348
$26K 0.02%
156
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349
$26K 0.02%
625
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350
$26K 0.02%
1,117