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
401
$16K 0.01%
2,045
402
$16K 0.01%
2,000
403
$16K 0.01%
403
404
$16K 0.01%
225
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405
$16K 0.01%
415
406
$16K 0.01%
570
407
$16K 0.01%
541
408
$16K 0.01%
144
409
$16K 0.01%
1,000
410
$16K 0.01%
861
-27,482
411
$15K 0.01%
400
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412
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162
413
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414
$14K 0.01%
65
415
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416
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417
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418
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675
419
$14K 0.01%
8
420
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93
421
$13K 0.01%
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422
$13K 0.01%
900
423
$13K 0.01%
192
424
$13K 0.01%
150
425
$13K 0.01%
350