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
$354M
AUM Growth
-$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$6.34M
3 +$4.34M
4
IT icon
Gartner
IT
+$3.27M
5
PYPL icon
PayPal
PYPL
+$2.89M

Top Sells

1 +$22.6M
2 +$12.4M
3 +$8.91M
4
DB icon
Deutsche Bank
DB
+$6.51M
5
ALIT icon
Alight
ALIT
+$4.43M

Sector Composition

1 Technology 35.07%
2 Healthcare 12.51%
3 Consumer Discretionary 11.67%
4 Financials 10.48%
5 Industrials 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-345,000