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
$3.46B
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$71.3M
2
+$43.7M
3
+$42.4M
4
HSY icon
Hershey
HSY
+$33.7M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$31.5M

Top Sells

1
+$68.3M
2
+$66.7M
3
+$58.8M
4
TGT icon
Target
TGT
+$51.6M
5
JWN
Nordstrom
JWN
+$42M

Sector Composition

1 Technology 21.56%
2 Consumer Discretionary 17.19%
3 Healthcare 14.91%
4 Industrials 13.28%
5 Communication Services 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
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