SGA
Sustainable Growth Advisers Portfolio holdings
AUM
$10.6B
1-Year Est. Return
2.6%
This Fund
S&P 500
1 Year Est. Return
+2.6%
AUM
$10.6B
AUM Growth
-$3.8B
(-26%)
Holding
56
Top Buys
| 1 | +$268M | |
| 2 | +$198M | |
| 3 | +$169M | |
| 4 |
Apple
AAPL
|
+$79.5M |
| 5 |
Netflix
NFLX
|
+$73.3M |
Top Sells
| 1 | +$470M | |
| 2 | +$314M | |
| 3 | +$304M | |
| 4 |
NVIDIA
NVDA
|
+$206M |
| 5 |
Microsoft
MSFT
|
+$203M |
Sector Composition
| 1 | Technology | 35.81% |
| 2 | Financials | 17.52% |
| 3 | Consumer Discretionary | 15.07% |
| 4 | Communication Services | 12.07% |
| 5 | Industrials | 10.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Workday
WDAY
$36.1B
| – | – |
-36,299
|
|