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
76
$3.5M 0.11%
31,309
+5
77
$3.29M 0.11%
33,011
-2,662
78
$3.09M 0.1%
10,849
-84
79
$3.02M 0.1%
43,772
-117
80
$2.82M 0.09%
15,279
+3,644
81
$2.8M 0.09%
57,159
-70
82
$2.79M 0.09%
13,125
-68
83
$2.74M 0.09%
24,898
-2,338
84
$2.74M 0.09%
32,230
-430
85
$2.66M 0.09%
23,299
+630
86
$2.56M 0.08%
16,141
+127
87
$2.52M 0.08%
48,309
-2,028
88
$2.52M 0.08%
30,678
-3,160
89
$2.4M 0.08%
6,014
-2,368
90
$2.38M 0.08%
10,460
+622
91
$2.35M 0.08%
12,485
-106
92
$2.31M 0.08%
19,971
+3,186
93
$2.15M 0.07%
21,369
+16,068
94
$2.11M 0.07%
17,940
+452
95
$2.09M 0.07%
+44,412
96
$2.07M 0.07%
28,384
-561
97
$2.02M 0.07%
3,419
-134
98
$1.98M 0.07%
28,480
+3,592
99
$1.96M 0.06%
4,722
+33
100
$1.93M 0.06%
823
+34
2 3
4
5 6