SAG

Sterne Agee Group Portfolio holdings

AUM $681M
1-Year Est. Return 8.94%
This Quarter Est. Return
1 Year Est. Return
+8.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$24.5M
2 +$10.2M
3 +$9.64M
4
AAPL icon
Apple
AAPL
+$6.48M
5
GWR
Genesee & Wyoming Inc.
GWR
+$5.4M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.9%
2 Financials 9.81%
3 Technology 8.91%
4 Energy 7.88%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$99K 0.04%
+525
252
$74K 0.03%
+19,550
253
$46K 0.02%
+750