SAM

Sycomore Asset Management Portfolio holdings

AUM $644M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$701M
AUM Growth
+$98.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$22.2M
2 +$12.6M
3 +$9.91M
4
ACN icon
Accenture
ACN
+$9.82M
5
MA icon
Mastercard
MA
+$8.21M

Top Sells

1 +$14.6M
2 +$8.16M
3 +$4.91M
4
FCX icon
Freeport-McMoran
FCX
+$4.54M
5
PCOR icon
Procore
PCOR
+$3.99M

Sector Composition

1 Technology 55.14%
2 Industrials 15.75%
3 Healthcare 11.85%
4 Consumer Discretionary 6.46%
5 Financials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,500