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
451
$10K 0.01%
82
452
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243
453
$10K 0.01%
250
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$10K 0.01%
400
455
$10K 0.01%
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$9K 0.01%
1,732
457
$9K 0.01%
176
458
$9K 0.01%
382
459
$9K 0.01%
82
460
$9K 0.01%
260
461
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175
463
$9K 0.01%
1,100
464
$9K 0.01%
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400
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$8K ﹤0.01%
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212
468
$8K ﹤0.01%
700
469
$8K ﹤0.01%
110
470
$8K ﹤0.01%
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471
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$8K ﹤0.01%
108
473
$8K ﹤0.01%
124
474
$8K ﹤0.01%
125
475
$8K ﹤0.01%
245