SAM

Symphony Asset Management Portfolio holdings

AUM $294M
1-Year Est. Return 9.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$10.7M
3
+$9.85M
4
PFPT
Proofpoint, Inc.
PFPT
+$4.27M
5
PGR icon
Progressive
PGR
+$3.93M

Top Sells

1
+$8.2M
2
+$5.27M
3
+$5.08M
4
ORI icon
Old Republic International
ORI
+$3.97M
5
SRCLP
Stericycle, Inc
SRCLP
+$3.94M

Sector Composition

1 Technology 8.35%
2 Industrials 7.3%
3 Financials 7.27%
4 Energy 5.47%
5 Healthcare 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
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