SGK
Steigerwald Gordon & Koch Portfolio holdings
AUM
$948M
This Quarter Return
-0.09%
1 Year Return
+17.35%
3 Year Return
+62.97%
5 Year Return
+126.95%
10 Year Return
+248.69%
AUM
$612M
AUM Growth
+$612M
(+1.2%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
1.65%
Top 10 Holdings %
Top 10 Hldgs %
33.62%
Holding
116
New
2
Increased
65
Reduced
27
Closed
2
Top Buys
| 1 |
BorgWarner
BWA
|
$1.66M |
| 2 |
Kinder Morgan
KMI
|
$1.54M |
| 3 |
Apple
AAPL
|
$1.14M |
| 4 |
CDK
CDK Global, Inc.
CDK
|
$985K |
| 5 |
Boeing
BA
|
$839K |
Top Sells
| 1 |
Microsoft
MSFT
|
$718K |
| 2 |
Deere & Co
DE
|
$612K |
| 3 |
Revvity
RVTY
|
$535K |
| 4 |
Dick's Sporting Goods
DKS
|
$410K |
| 5 |
T Rowe Price
TROW
|
$356K |
Sector Composition
| 1 | Technology | 26.46% |
| 2 | Industrials | 14.45% |
| 3 | Healthcare | 14.14% |
| 4 | Financials | 13.02% |
| 5 | Consumer Staples | 7.19% |
