SCM

Sirios Capital Management Portfolio holdings

AUM $768M
1-Year Est. Return 37.49%
This Quarter Est. Return
1 Year Est. Return
+37.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$13.6M
3
+$11.2M
4
BSX icon
Boston Scientific
BSX
+$9.99M
5
LPLA icon
LPL Financial
LPLA
+$9M

Top Sells

1
+$49.2M
2
+$25.4M
3
+$14.9M
4
TMUS icon
T-Mobile US
TMUS
+$13M
5
DHR icon
Danaher
DHR
+$11.7M

Sector Composition

1 Financials 21.22%
2 Healthcare 20.93%
3 Technology 18.89%
4 Industrials 16.67%
5 Consumer Discretionary 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.19%
181,462
-6,831
52
$1.04M 0.19%
49,638
-162,182
53
$1.04M 0.19%
11,451
-11,710
54
$876K 0.16%
8,234
-11,059
55
$850K 0.15%
9,222
-347
56
$417K 0.08%
175,161
-6,461
57
– –
-1,255,411
58
– –
-122,648
59
– –
-29,316
60
– –
-114,127
61
– –
-21,738
62
– –
-71,526
63
– –
-14,176
1 2
3