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
$886M
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$6.06M
3
+$4.12M
4
FISV
Fiserv Inc
FISV
+$1.9M
5
KLAC icon
KLA
KLAC
+$1.57M

Top Sells

1
+$3.99M
2
+$3.28M
3
+$3.27M
4
MTSI icon
MACOM Technology Solutions
MTSI
+$2.95M
5
WFC icon
Wells Fargo
WFC
+$2.85M

Sector Composition

1 Technology 9.3%
2 Financials 8.18%
3 Industrials 7.58%
4 Healthcare 7.21%
5 Energy 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
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