SGA
Sustainable Growth Advisers Portfolio holdings
AUM
$19.4B
1-Year Est. Return
16.26%
1 Year Est. Return
+16.26%
AUM
$19.4B
AUM Growth
+$1.44B
(+8%)
Holding
59
Top Buys
| 1 | +$597M | |
| 2 | +$301M | |
| 3 | +$241M | |
| 4 |
Waste Management
WM
|
+$237M |
| 5 |
Gartner
IT
|
+$196M |
Top Sells
| 1 | +$265M | |
| 2 | +$256M | |
| 3 | +$226M | |
| 4 |
Apple
AAPL
|
+$218M |
| 5 |
Starbucks
SBUX
|
+$176M |
Sector Composition
| 1 | Technology | 39.56% |
| 2 | Financials | 17.14% |
| 3 | Consumer Discretionary | 13.97% |
| 4 | Healthcare | 11.33% |
| 5 | Communication Services | 9.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Starbucks
SBUX
$95.9B
| $300K | ﹤0.01% |
3,272
-1,924,882
|
|
||
52
Sherwin-Williams
SHW
$82.6B
| $200K | ﹤0.01% |
583
|
|
||
53
Icon
ICLR
$14.7B
| – | – |
-1,511,838
|
|
||
54
iShares Core S&P 500 ETF
IVV
$656B
| – | – |
-845
|
|
||
55
Vanguard Growth ETF
VUG
$194B
| – | – |
-952
|
|