CG

Cynosure Group Portfolio holdings

AUM $983M
1-Year Est. Return 12.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$9.53M
2 +$3.07M
3 +$1.78M
4
UNP icon
Union Pacific
UNP
+$1.43M
5
AMZN icon
Amazon
AMZN
+$638K

Sector Composition

1 Industrials 39.9%
2 Financials 22.93%
3 Technology 3.7%
4 Consumer Discretionary 2.12%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,363
77
-24,785
78
-3,348