SSG
Summit Securities Group Portfolio holdings
AUM
$305M
1-Year Est. Return
18.79%
1 Year Est. Return
+18.79%
AUM
$280M
AUM Growth
+$135M
(+94%)
Holding
1,339
Top Buys
| 1 | +$38.3M | |
| 2 | +$17.3M | |
| 3 | +$7.09M | |
| 4 |
Novo Nordisk
NVO
|
+$6.75M |
| 5 |
BP
BP
|
+$6.73M |
Top Sells
| 1 | +$6.38M | |
| 2 | +$6.02M | |
| 3 | +$3.59M | |
| 4 |
TSMC
TSM
|
+$3.58M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$3.44M |
Sector Composition
| 1 | Technology | 19.88% |
| 2 | Industrials | 18.11% |
| 3 | Healthcare | 9.27% |
| 4 | Energy | 7.27% |
| 5 | Consumer Staples | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
RELX
RELX
$75.2B
| $2.2M | 0.42% |
40,398
+36,558
|
|
||
27
SAP
SAP
$285B
| $1.95M | 0.38% |
+6,419
|
|
||
28
iShares MSCI Brazil ETF
EWZ
$6.13B
| $1.94M | 0.37% |
67,200
+62,900
|
|
||
29
Financial Select Sector SPDR Fund
XLF
$54B
| $1.85M | 0.36% |
+35,300
|
|
||
30
JD.com
JD
$41.6B
| $1.74M | 0.33% |
+53,226
|
|
||
31
Smith & Nephew
SNN
$13.9B
| $1.57M | 0.3% |
+51,235
|
|
||
32
British American Tobacco
BTI
$118B
| $1.54M | 0.3% |
32,528
+3,378
|
|
||
33
Industrial Select Sector SPDR Fund
XLI
$23.5B
| $1.48M | 0.28% |
10,000
-12,627
|
|
||
34
Sanofi
SNY
$127B
| $1.47M | 0.28% |
30,487
-11,193
|
|
||
35
Equinor
EQNR
$61.4B
| $1.43M | 0.27% |
56,793
+34,832
|
|
||
36
Church & Dwight Co
CHD
$20.2B
| $1.36M | 0.26% |
+14,166
|
|
||
37
Amcor
AMCR
$19.6B
| $1.3M | 0.25% |
141,543
+125,543
|
|
||
38
United Parcel Service
UPS
$81.4B
| $1.21M | 0.23% |
12,014
+9,214
|
|
||
39
Marvell Technology
MRVL
$74.5B
| $1.2M | 0.23% |
15,500
-10,000
|
|
||
40
MPLX
MPLX
$54.1B
| $1.17M | 0.22% |
22,635
+510
|
|
||
41
VanEck Junior Gold Miners ETF
GDXJ
$8.14B
| $1.11M | 0.21% |
+16,400
|
|
||
|
RAL
42
Ralliant Corp
RAL
$5.35B
| $1.09M | 0.21% |
+22,561
|
|
||
43
Ford
F
$52.6B
| $1.06M | 0.2% |
97,341
+4,738
|
|
||
44
Pfizer
PFE
$142B
| $1.03M | 0.2% |
42,326
+17,326
|
|
||
|
CRWV
45
CoreWeave Inc
CRWV
$38.5B
| $1.01M | 0.19% |
6,200
-6,800
|
|
||
46
ArcelorMittal
MT
$30B
| $986K | 0.19% |
31,237
-99,727
|
|
||
47
UnitedHealth
UNH
$292B
| $959K | 0.18% |
+3,074
|
|
||
48
AT&T
T
$181B
| $904K | 0.17% |
31,243
-46,326
|
|
||
49
Alcon
ALC
$38.1B
| $846K | 0.16% |
+9,579
|
|
||
|
50
TSMC
TSM
$1.48T
| $834K | 0.16% |
3,682
-15,818
|
|