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 $830.0 MM (100% Disc, 100% US)
Employees12 (42% Investors, 0% Brokers)
Phone888-251-4847
Address620 South Main Street
Bountiful, UT 84010
Links IAPDexternal EDGARexternal Websiteexternal Twitterexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
WMT 286,110.0 21.5
PGR 42,540.0 18.7
ACN 104,720.0 15.9
HD 206,070.0 15.4
SYY 34,120.0 15.1
CSCO 228,550.0 15.1
UNH 233,310.0 14.0
TJX 127,960.0 13.0
FISV 33,690.0 12.7
MMC 45,850.0 12.7
View All
Holdings by Sector ($BB)
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