SGI
Summit Global Investments Portfolio holdings
AUM
$1.7B
This Quarter Return
+3.51%
1 Year Return
+10.82%
3 Year Return
+50.75%
5 Year Return
+99.59%
10 Year Return
–
AUM
$275M
AUM Growth
–
Cap. Flow
+$275M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
21.05%
Holding
209
New
209
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
AT&T
T
|
$6.15M |
| 2 |
C.H. Robinson
CHRW
|
$6.12M |
| 3 |
Verizon
VZ
|
$6.05M |
| 4 |
Sysco
SYY
|
$5.85M |
| 5 |
Target
TGT
|
$5.78M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 16.37% |
| 2 | Technology | 14.07% |
| 3 | Healthcare | 13.13% |
| 4 | Financials | 9.88% |
| 5 | Industrials | 9.43% |
