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
$2.38B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1 +$165M
2 +$153M
3 +$91.2M
4
HD icon
Home Depot
HD
+$86.7M
5
CVX icon
Chevron
CVX
+$84.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.73%
2 Healthcare 14.28%
3 Financials 12.01%
4 Industrials 9.69%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$203K 0.01%
+2,327
252
$203K 0.01%
+1,261
253
$201K 0.01%
+6,239
254
$191K 0.01%
+19,599
255
$106K ﹤0.01%
+10,940
256
$76K ﹤0.01%
+11,606
257
$62K ﹤0.01%
+10,000
258
$8K ﹤0.01%
+1,000