SG

Sienna Gestion Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.39%
This Quarter Est. Return
1 Year Est. Return
+21.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$376M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$17.8M
3
+$11.3M
4
AAPL icon
Apple
AAPL
+$6.35M
5
AMAT icon
Applied Materials
AMAT
+$5.69M

Top Sells

1
+$1.75M
2
+$190K

Sector Composition

1 Technology 32.68%
2 Financials 15.06%
3 Healthcare 9.77%
4 Communication Services 9.35%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.4M 0.69%
178,785
+27,800
52
$10.2M 0.68%
77,989
+15,525
53
$10.2M 0.68%
9,731
+1,932
54
$10M 0.67%
20,307
+3,159
55
$9.86M 0.66%
21,243
+3,224
56
$9.58M 0.64%
43,600
+6,517
57
$9.4M 0.63%
55,393
+13,267
58
$9.36M 0.62%
227,424
+35,300
59
$9.31M 0.62%
32,205
+7,231
60
$9.12M 0.61%
65,920
+20,148
61
$8.95M 0.6%
60,454
+15,733
62
$8.75M 0.58%
61,673
+9,592
63
$8.72M 0.58%
16,819
+3,825
64
$8.66M 0.58%
119,520
+18,589
65
$8.52M 0.57%
26,501
+3,981
66
$8.44M 0.56%
88,180
+17,544
67
$8.24M 0.55%
310,240
+48,253
68
$8.21M 0.55%
126,319
+19,647
69
$8.19M 0.55%
56,125
+8,729
70
$7.91M 0.53%
234,198
+36,425
71
$7.84M 0.52%
97,628
+15,184
72
$7.83M 0.52%
58,505
+12,440
73
$7.81M 0.52%
88,529
+20,230
74
$7.77M 0.52%
37,542
+5,839
75
$7.74M 0.52%
94,255
+13,857
1 2
3
4 5