SGI

Summit Global Investments Portfolio holdings

AUM $1.69B
1-Year Est. Return 15.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
-$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Sells

1 +$34.1M
2 +$23.1M
3 +$15.2M
4
QCOM icon
Qualcomm
QCOM
+$13.9M
5
MET icon
MetLife
MET
+$13.7M

Sector Composition

1 Financials 7.76%
2 Technology 7.68%
3 Healthcare 6.8%
4 Consumer Staples 6.65%
5 Industrials 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
-23,557
602
-6,864