SGA
Sustainable Growth Advisers Portfolio holdings
AUM
$17.1B
1-Year Est. Return
8.65%
1 Year Est. Return
+8.65%
AUM
$17.1B
AUM Growth
-$2.29B
(-12%)
Holding
59
Top Buys
| 1 | +$240M | |
| 2 | +$207M | |
| 3 | +$190M | |
| 4 |
UnitedHealth
UNH
|
+$85.6M |
| 5 |
Waste Management
WM
|
+$80.5M |
Top Sells
| 1 | +$351M | |
| 2 | +$343M | |
| 3 | +$329M | |
| 4 |
Amazon
AMZN
|
+$210M |
| 5 |
Aon
AON
|
+$189M |
Sector Composition
| 1 | Technology | 39.54% |
| 2 | Financials | 15.4% |
| 3 | Consumer Discretionary | 14.99% |
| 4 | Healthcare | 10.15% |
| 5 | Communication Services | 9.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
MSCI
MSCI
$42.4B
| $423K | ﹤0.01% |
745
|
|
||
52
Novo Nordisk
NVO
$219B
| $309K | ﹤0.01% |
5,573
-6,187,063
|
|
||
53
Starbucks
SBUX
$99.1B
| $277K | ﹤0.01% |
3,272
|
|
||
54
Sherwin-Williams
SHW
$85.2B
| $202K | ﹤0.01% |
583
|
|