SAM

Sycomore Asset Management Portfolio holdings

AUM $604M
1-Year Est. Return 15.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.92%
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 +$21.9M
2 +$9.93M
3 +$9.78M
4
WCN icon
Waste Connections
WCN
+$9.52M
5
MA icon
Mastercard
MA
+$8.65M

Top Sells

1 +$16.2M
2 +$7.7M
3 +$6.69M
4
PCOR icon
Procore
PCOR
+$4.59M
5
FCX icon
Freeport-McMoran
FCX
+$4.54M

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
-200