SGM

Skye Global Management Portfolio holdings

AUM $4.69B
1-Year Est. Return 19.42%
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.8B
AUM Growth
+$655M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$141M
2 +$70M
3 +$60.9M
4
PRMB
Primo Brands
PRMB
+$57.4M
5
KLAC icon
KLA
KLAC
+$53.4M

Top Sells

1 +$130M
2 +$55.9M
3 +$40.6M
4
UNP icon
Union Pacific
UNP
+$40.1M
5
CASY icon
Casey's General Stores
CASY
+$19.8M

Sector Composition

1 Consumer Discretionary 56.34%
2 Industrials 15.2%
3 Technology 12.96%
4 Materials 5.63%
5 Financials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-46,800