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SMITH GROUP ASSET MANAGEMENT, LLC 13F portfolio summary

SMITH GROUP ASSET MANAGEMENT, LLC of SMITH GROUP ASSET MANAGEMENT, LLC has 161 current stock holdings with a reported portfolio value of $1.96B. The portfolio 1 year return is +21.95%. Top holdings include BTSG (0.00%), MWA (0.00%), KLAC (4.24%), FIX (4.20%), AAPL (4.04%).

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SMITH GROUP ASSET MANAGEMENT, LLC

SMITH GROUP ASSET MANAGEMENT, LLC
Latest filing: 2026-03-31

SMITH GROUP ASSET MANAGEMENT, LLC runs SMITH GROUP ASSET MANAGEMENT, LLC and currently holds 161 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.96B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SMITH GROUP ASSET MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SMITH GROUP ASSET MANAGEMENT, LLC's portfolio at SMITH GROUP ASSET MANAGEMENT, LLC has delivered returns of +21.95%. Their 3-year annualized return is +51.43%. Looking at the 5-year horizon, SMITH GROUP ASSET MANAGEMENT, LLC has achieved +55.23% annualized returns at SMITH GROUP ASSET MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.95%
#0/1000
3 Year
+51.43%
#0/1000
5 Year
+55.23%
#0/1000

Portfolio Value

$1.96B

Alpha Score

41.5

#0 of 1000

Holdings

161

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change