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
$140M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$7.76M
2 +$7.41M
3 +$6.44M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.23M
5
MSFT icon
Microsoft
MSFT
+$2.81M

Top Sells

1 +$12.7M
2 +$10.8M
3 +$9.94M
4
UNP icon
Union Pacific
UNP
+$1.54M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.42M

Sector Composition

1 Industrials 35.31%
2 Financials 16.19%
3 Technology 7.81%
4 Communication Services 5.98%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,731
77
-4,454
78
-243,387
79
-4,353
80
-4,193