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
$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 +$10.2M
2 +$2.91M
3 +$1.78M
4
UNP icon
Union Pacific
UNP
+$1.38M
5
MSFT icon
Microsoft
MSFT
+$626K

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
-2,763
77
-1,402
78
-1,557