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
$556M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$55.9M
2 +$34.4M
3 +$27.2M
4
IBM icon
IBM
IBM
+$8.2M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.81M

Top Sells

1 +$5.91M
2 +$2.32M
3 +$1.41M
4
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$1.11M
5
GTM
ZoomInfo Technologies
GTM
+$1.04M

Sector Composition

1 Technology 10.6%
2 Industrials 8.72%
3 Financials 7.27%
4 Healthcare 3.13%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,302
152
-27,357
153
-11,332
154
-14,562
155
-2,517
156
-3,228
157
-6,496
158
-97,352