SGM
Skye Global Management Portfolio holdings
AUM
$4.69B
This Quarter Return
+1.29%
1 Year Return
+19.42%
3 Year Return
+101.07%
5 Year Return
+111.78%
10 Year Return
–
AUM
$5.95B
AUM Growth
+$5.95B
(+7.7%)
Cap. Flow
+$310M
Cap. Flow
% of AUM
5.21%
Top 10 Holdings %
Top 10 Hldgs %
87.31%
Holding
81
New
20
Increased
21
Reduced
17
Closed
21
Top Buys
| 1 |
Amazon
AMZN
|
$273M |
| 2 |
Verizon
VZ
|
$154M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$90.9M |
| 4 |
British American Tobacco
BTI
|
$70.6M |
| 5 |
INST
Instructure Holdings, Inc.
INST
|
$58M |
Top Sells
| 1 |
Microsoft
MSFT
|
$180M |
| 2 |
Workday
WDAY
|
$124M |
| 3 |
Union Pacific
UNP
|
$53.2M |
| 4 |
Salesforce
CRM
|
$52.5M |
| 5 |
JD.com
JD
|
$51.9M |
Sector Composition
| 1 | Technology | 40.55% |
| 2 | Consumer Discretionary | 27.8% |
| 3 | Communication Services | 23.36% |
| 4 | Industrials | 3.53% |
| 5 | Healthcare | 2.22% |