SG
Stonnington Group Portfolio holdings
AUM
$384M
This Quarter Return
+6.34%
1 Year Return
+3.31%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$413M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.56%
Holding
250
New
250
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$17M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$16.2M |
| 3 |
Amazon
AMZN
|
$11.7M |
| 4 |
UnitedHealth
UNH
|
$10.6M |
| 5 |
Microsoft
MSFT
|
$10.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 15.12% |
| 3 | Industrials | 14.42% |
| 4 | Healthcare | 13.82% |
| 5 | Consumer Discretionary | 9.69% |
