SGAM

Smith Group Asset Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 38.67%
This Quarter Est. Return
1 Year Est. Return
+38.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.89B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1 +$39.1M
2 +$25.6M
3 +$24M
4
JPM icon
JPMorgan Chase
JPM
+$23.4M
5
ETN icon
Eaton
ETN
+$16.4M

Sector Composition

1 Technology 30.41%
2 Consumer Discretionary 14.8%
3 Healthcare 14.63%
4 Financials 11.82%
5 Industrials 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-24,510
352
-4,388
353
-44,790