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
$427M
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$46.3M
2 +$6.51M
3 +$4.95M
4
GXO icon
GXO Logistics
GXO
+$3.26M
5
DIS icon
Walt Disney
DIS
+$3.2M

Sector Composition

1 Technology 33.65%
2 Consumer Discretionary 14.83%
3 Financials 14.48%
4 Healthcare 13.54%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-100,000
127
-417,853
128
-525,000
129
-173,666