SGM
Skye Global Management Portfolio holdings
AUM
$4.69B
This Quarter Return
+4.81%
1 Year Return
+19.42%
3 Year Return
+101.07%
5 Year Return
+111.78%
10 Year Return
–
AUM
$836M
AUM Growth
+$34.9M
(+4.4%)
Cap. Flow
-$17.8M
Cap. Flow
% of AUM
-2.13%
Top 10 Holdings %
Top 10 Hldgs %
95.25%
Holding
55
New
8
Increased
6
Reduced
18
Closed
23
Top Buys
| 1 |
Amazon
AMZN
|
$162M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$112M |
| 3 |
Zillow
Z
|
$14.8M |
| 4 |
Dropbox
DBX
|
$9.52M |
| 5 |
Sun Communities
SUI
|
$2.18M |
Top Sells
| 1 |
Microsoft
MSFT
|
$89.8M |
| 2 |
Netflix
NFLX
|
$45.5M |
| 3 |
Adobe
ADBE
|
$33.9M |
| 4 |
ServiceNow
NOW
|
$29.4M |
| 5 |
SMAR
Smartsheet Inc.
SMAR
|
$16.6M |
Sector Composition
| 1 | Communication Services | 39.26% |
| 2 | Consumer Discretionary | 29.95% |
| 3 | Technology | 26.97% |
| 4 | Healthcare | 2.8% |
| 5 | Real Estate | 0.38% |