CG

Cynosure Group Portfolio holdings

AUM $913M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.17M
3
+$3.02M
4
AMZN icon
Amazon
AMZN
+$2.49M
5
MSFT icon
Microsoft
MSFT
+$2.31M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 40.59%
2 Financials 23.63%
3 Technology 4.34%
4 Consumer Discretionary 2.64%
5 Healthcare 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$487K 0.22%
+8,174
52
$482K 0.22%
+6,335
53
$476K 0.22%
3,060
54
$455K 0.21%
+17,975
55
$448K 0.21%
+3,697
56
$445K 0.2%
+4,375
57
$435K 0.2%
+5,676
58
$426K 0.2%
+9,071
59
$418K 0.19%
+9,225
60
$400K 0.18%
+2,437
61
$396K 0.18%
+7,776
62
$362K 0.17%
+6,335
63
$344K 0.16%
+3,900
64
$344K 0.16%
+1,681
65
$343K 0.16%
+2,605
66
$322K 0.15%
+5,659
67
$322K 0.15%
+5,892
68
$318K 0.15%
+3,969
69
$295K 0.14%
+1,946
70
$270K 0.12%
+5,363
71
$257K 0.12%
+1,557
72
$245K 0.11%
+1,479
73
$241K 0.11%
+1,634
74
$218K 0.1%
+3,348
75
$212K 0.1%
+2,102
1 2
3
4