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
201
$185K 0.01%
2,469
202
$163K 0.01%
640
203
$152K 0.01%
776
204
$136K 0.01%
537
205
$134K 0.01%
675
206
$1.42K ﹤0.01%
+15
207
-1,254
208
-173,328