SG Americas Securities Portfolio holdings
AUM
$22.8B
1-Year Return
26.86%
This Quarter Return
-0.34%
1 Year Return
+26.86%
3 Year Return
+77.5%
5 Year Return
+123.22%
10 Year Return
+273.18%
AUM
$13.8B
AUM Growth
-$2.12B
(-13%)
Cap. Flow
-$2.18B
Cap. Flow
% of AUM
-15.78%
Top 10 Holdings %
Top 10 Hldgs %
36.31%
Holding
2,562
New
448
Increased
732
Reduced
810
Closed
445
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$455M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$287M |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$279M |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
+$250M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$153M |
Top Sells
| 1 |
IBM
IBM
|
+$292M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$273M |
| 3 |
Meta Platforms (Facebook)
META
|
+$249M |
| 4 |
McDonald's
MCD
|
+$208M |
| 5 |
American Express
AXP
|
+$140M |
Sector Composition
| 1 | Technology | 23.5% |
| 2 | Communication Services | 11.94% |
| 3 | Financials | 8.19% |
| 4 | Healthcare | 6.6% |
| 5 | Consumer Discretionary | 6.19% |