SAM
Symphony Asset Management Portfolio holdings
AUM
$294M
This Quarter Return
+1.68%
1 Year Return
+8.67%
3 Year Return
+18.96%
5 Year Return
+36.39%
10 Year Return
–
AUM
$1.01B
AUM Growth
–
Cap. Flow
+$421M
Cap. Flow
% of AUM
41.73%
Top 10 Holdings %
Top 10 Hldgs %
25.01%
Holding
341
New
282
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$9.87M |
| 2 |
Apple
AAPL
|
$7.29M |
| 3 |
EVF
Eaton Vance Senior Income Trust
EVF
|
$7.25M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$7.18M |
| 5 |
Verizon
VZ
|
$7.06M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 5.62% |
| 2 | Consumer Discretionary | 5.52% |
| 3 | Technology | 5.4% |
| 4 | Healthcare | 4.87% |
| 5 | Industrials | 4.67% |
