SAM

Symphony Asset Management Portfolio holdings

AUM $294M
1-Year Est. Return 8.67%
This Quarter Est. Return
1 Year Est. Return
+8.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$16.4M
3
+$10.2M
4
DVN icon
Devon Energy
DVN
+$4.31M
5
SLB icon
SLB Limited
SLB
+$4.25M

Top Sells

1
+$17M
2
+$14.6M
3
+$11.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$11M

Sector Composition

1 Technology 28.99%
2 Energy 4.79%
3 Financials 3.66%
4 Industrials 3.39%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
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