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
76
$207K 0.1%
+1,402
77
$207K 0.1%
+2,763
78
$192K 0.09%
+12,845