Summit Global Investments
CIK Number: 0001697953
1.37B
Market Value
509
# of Holdings
7 months
Avg. Holding Period
24.88%
Win Rate
16.86%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AGG | iShares Core U.... | 97.87 | -0.25% | 536.88K | +5.46% | 52.02M | 101.45 | 3.25% |
| 2 | CL | Colgate-Palmoli... | 95.50 | +2.15% | 290.03K | +73.98% | 26.37M | 85.83 | 1.65% |
| 3 | GOOGL | Alphabet Inc. | 151.16 | -1.42% | 131.69K | -0.83% | 24.93M | 123.98 | 1.56% |
| 4 | MRK | Merck & Co., In... | 78.00 | +2.01% | 200.02K | +31.02% | 19.9M | 94.12 | 1.24% |
| 5 | HYG | iShares iBoxx $... | 77.77 | +0.58% | 245.88K | +6.49% | 19.34M | 77.47 | 1.21% |
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