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SC

Syon Capital Portfolio holdings

AUM $1.99B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1 +$23.3M
2 +$23M
3 +$23M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$19.8M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$17.3M

Top Sells

1 +$35.3M
2 +$21.1M
3 +$13.2M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$9.34M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.88M

Sector Composition

1 Technology 16.93%
2 Communication Services 10.14%
3 Financials 8.38%
4 Consumer Discretionary 6.97%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ESS icon
426
Essex Property Trust
ESS
$18.4B
$709K 0.04%
2,931
-851
DD icon
427
DuPont de Nemours
DD
$18.5B
$708K 0.04%
15,453
+1,397
IDCC icon
428
InterDigital
IDCC
$6.62B
$704K 0.04%
2,332
-172
WAB icon
429
Wabtec
WAB
$43.9B
$704K 0.04%
2,818
+8
UPS icon
430
United Parcel Service
UPS
$88.4B
$702K 0.04%
7,140
+698
FLGB icon
431
Franklin FTSE United Kingdom ETF
FLGB
$857M
$702K 0.04%
20,185
+5,489
CTSH icon
432
Cognizant
CTSH
$24.9B
$701K 0.04%
11,432
-1,462
HUBB icon
433
Hubbell
HUBB
$24.7B
$700K 0.04%
1,427
+53
LYG icon
434
Lloyds Banking Group
LYG
$75.9B
$699K 0.04%
138,961
-1,715
ETSY icon
435
Etsy
ETSY
$6.59B
$697K 0.04%
13,951
+1,395
KMI icon
436
Kinder Morgan
KMI
$71B
$693K 0.03%
20,661
+1,178
TKR icon
437
Timken Company
TKR
$9.41B
$683K 0.03%
6,794
-254
GLPI icon
438
Gaming and Leisure Properties
GLPI
$13.7B
$680K 0.03%
15,336
+951
PUK icon
439
Prudential
PUK
$31.3B
$678K 0.03%
23,847
+1,463
PSA icon
440
Public Storage
PSA
$57.9B
$676K 0.03%
2,495
-307
TRMB icon
441
Trimble
TRMB
$12B
$675K 0.03%
10,354
+3,521
EVRG icon
442
Evergy
EVRG
$19.2B
$673K 0.03%
8,213
+170
COLB icon
443
Columbia Banking Systems
COLB
$8.81B
$673K 0.03%
24,520
+295
ENB icon
444
Enbridge
ENB
$123B
$669K 0.03%
12,364
-3,115
AJG icon
445
Arthur J. Gallagher & Co
AJG
$57.4B
$666K 0.03%
3,074
+491
TRI icon
446
Thomson Reuters
TRI
$36.2B
$665K 0.03%
7,273
+2,387
TOST icon
447
Toast
TOST
$14.4B
$663K 0.03%
25,004
+495
CCL icon
448
Carnival Corporation Ltd
CCL
$36.4B
$662K 0.03%
25,571
-14,894
MTB icon
449
M&T Bank
MTB
$33.1B
$661K 0.03%
3,199
-46
AMT icon
450
American Tower
AMT
$89.1B
$658K 0.03%
3,811
+217