SG

Stonnington Group Portfolio holdings

AUM $384M
1-Year Est. Return 3.31%
This Quarter Est. Return
1 Year Est. Return
+3.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.96M
3
+$1.64M
4
JPM icon
JPMorgan Chase
JPM
+$1.44M
5
H icon
Hyatt Hotels
H
+$1.4M

Top Sells

1
+$3.01M
2
+$2.53M
3
+$2.43M
4
CCI icon
Crown Castle
CCI
+$1.33M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.29M

Sector Composition

1 Technology 18.85%
2 Healthcare 17.72%
3 Industrials 12.49%
4 Financials 11.43%
5 Consumer Staples 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
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