Summit Global Investments LLC

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Assets, Funds, Holdings

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Summit Global Investments LLC
CRD #157091
SEC #801-76631
CIK #1697953
AUM $1.2 BB (100% Disc, 100% US, 2020-03-26)
Employees15 (60% Investors, 0% Brokers)
Phone888-251-4847
Address620 South Main Street
Bountiful, UT 84010
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
118594871147423702010201320172021
Sector Issuer Cap ($MM) Value ($MM)
WMT 350,980.0 19.8
SPGI 75,240.0 18.6
LLY 141,520.0 16.0
TJX 66,240.0 13.4
PEP 180,030.0 12.7
FFIV 8,470.0 12.6
BMY 136,490.0 11.9
EVRG 13,580.0 11.8
SYY 27,970.0 11.6
CTXS 17,150.0 11.5
View All
Holdings by Sector ($)
0.70.60.40.30.10.02017201820192020
Comparable Firms State AUM ($BB)
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The Harbor Group Inc
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Babson United Investment Advisors Inc
MA 1.2
Woodley Farra Manion Portfolio Management Inc
IN 1.2
Virginia Investment Counselors Inc
VA 1.2
Gryphon Financial Partners LLC
OH 1.2
Stegner Investment Associates Inc
KY 1.2
Kathmere Capital Management LLC
PA 1.2
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