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SAM

Sycomore Asset Management Portfolio holdings

AUM $718M
1-Year Est. Return 18.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$649M
AUM Growth
-$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$9.56M
3
+$8.76M
4
INTU icon
Intuit
INTU
+$5.56M
5
HUBS icon
HubSpot
HUBS
+$5.03M

Top Sells

1
+$12M
2
+$9.85M
3
+$8.31M
4
VFC icon
VF Corp
VFC
+$7.68M
5
CSOD
Cornerstone OnDemand, Inc.
CSOD
+$5.91M

Sector Composition

1 Technology 43.77%
2 Financials 15.91%
3 Healthcare 14.19%
4 Industrials 7.39%
5 Consumer Staples 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-37,600
127
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-22,875
128
– –
-113,000
129
– –
-5,490
130
– –
-464,953
131
– –
-31,100
132
– –
-270,000
133
– –
-420,000
134
– –
-503,000
135
– –
-103,220
136
– –
-162,500
137
– –
-11,750
138
– –
-30,508
2 3 4 5
6