SR

Syntax Research Portfolio holdings

AUM $141M
1-Year Est. Return 5.99%
This Quarter Est. Return
1 Year Est. Return
+5.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$2.38M
2 +$2.28M
3 +$2.17M
4
WTW icon
Willis Towers Watson
WTW
+$2.14M
5
ACN icon
Accenture
ACN
+$1.99M

Top Sells

1 +$3.5M
2 +$3.5M
3 +$3.4M
4
COLD icon
Americold
COLD
+$2.6M
5
MRK icon
Merck
MRK
+$2.38M

Sector Composition

1 Technology 19.94%
2 Healthcare 5.03%
3 Industrials 4.92%
4 Financials 4.5%
5 Materials 4.3%