Summit Financial Group Inc

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Assets, Funds, Holdings

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Summit Financial Group Inc
CRD #109485
SEC #801-56645
CIK #0000811808
AUM$3.3 BB
Employees374
Phone561-338-2600
Address595 S Federal Highway Suite 500
Boca Raton, FL 33432-5541
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
JNJ 369,000.0 7.0
PG 249,110.0 4.6
XOM 337,850.0 4.2
FCBC 559.0 3.3
DWDP 125,320.0 3.2
MSFT 865,660.0 3.1
NSC 48,370.0 2.6
KO 197,430.0 2.6
DIS 171,070.0 2.4
CSX 59,500.0 2.3
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Holdings by Sector ($BB)