SIG

Stonegate Investment Group Portfolio holdings

AUM $4.31B
1-Year Est. Return 18.05%
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.04B
AUM Growth
+$663M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$625M
2
+$15.8M
3
+$5.87M
4
TWTR
Twitter, Inc.
TWTR
+$4.9M
5
AMZN icon
Amazon
AMZN
+$4.02M

Top Sells

1
+$3.48M
2
+$3.42M
3
+$2.72M
4
AXP icon
American Express
AXP
+$2.29M
5
MAA icon
Mid-America Apartment Communities
MAA
+$1.56M

Sector Composition

1 Technology 19.28%
2 Healthcare 11.72%
3 Financials 9.7%
4 Energy 8.4%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$236K 0.01%
+6,374
227
$234K 0.01%
9,383
+20
228
$232K 0.01%
7,931
229
$231K 0.01%
+2,137
230
$230K 0.01%
3,478
+186
231
$229K 0.01%
7,378
232
$229K 0.01%
6,464
-16
233
$226K 0.01%
10,855
-2,211
234
$223K 0.01%
572
+2
235
$219K 0.01%
4,162
-520
236
$219K 0.01%
+5,715
237
$217K 0.01%
+1,744
238
$217K 0.01%
18,552
239
$214K 0.01%
1,550
240
$214K 0.01%
+8,868
241
$211K 0.01%
+719
242
$207K 0.01%
4,664
-540
243
$206K 0.01%
309
-49
244
$206K 0.01%
+874
245
$206K 0.01%
3,516
-162
246
$204K 0.01%
6,239
247
$203K 0.01%
+763
248
$201K 0.01%
445
+9
249
$200K 0.01%
2,000
250
$200K 0.01%
+2,409
8 9
10
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