SC

Syon Capital Portfolio holdings

AUM $1.86B
1-Year Est. Return 22.66%
This Quarter Est. Return
1 Year Est. Return
+22.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.86B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1 +$30.9M
2 +$28.6M
3 +$13.1M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$8.72M
5
MSFT icon
Microsoft
MSFT
+$8.07M

Sector Composition

1 Technology 18.22%
2 Communication Services 9.47%
3 Consumer Discretionary 8.52%
4 Financials 8.14%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BPOP icon
651
Popular Inc
BPOP
$8.07B
$305K 0.02%
2,405
+78
MKSI icon
652
MKS Inc
MKSI
$10.5B
$305K 0.02%
+2,467
FE icon
653
FirstEnergy
FE
$25.6B
$305K 0.02%
+6,648
CPRT icon
654
Copart
CPRT
$37.4B
$304K 0.02%
6,755
-567
BRX icon
655
Brixmor Property Group
BRX
$7.85B
$303K 0.02%
+10,959
FANG icon
656
Diamondback Energy
FANG
$44.1B
$303K 0.02%
2,115
+87
VST icon
657
Vistra
VST
$57B
$303K 0.02%
+1,545
GGG icon
658
Graco
GGG
$13.9B
$303K 0.02%
3,561
-108
LAMR icon
659
Lamar Advertising Co
LAMR
$13B
$299K 0.02%
+2,439
VTR icon
660
Ventas
VTR
$36.6B
$296K 0.02%
4,234
+207
RDY icon
661
Dr. Reddy's Laboratories
RDY
$11.7B
$295K 0.02%
+21,136
HTO
662
H2O America
HTO
$1.76B
$295K 0.02%
+6,062
SCHX icon
663
Schwab US Large- Cap ETF
SCHX
$62.8B
$295K 0.02%
11,191
SIG icon
664
Signet Jewelers
SIG
$3.57B
$294K 0.02%
3,062
AVY icon
665
Avery Dennison
AVY
$14.2B
$294K 0.02%
1,811
-896
CLH icon
666
Clean Harbors
CLH
$12.9B
$293K 0.02%
+1,261
ESLT icon
667
Elbit Systems
ESLT
$23.8B
$293K 0.02%
+574
WMS icon
668
Advanced Drainage Systems
WMS
$11.6B
$292K 0.02%
2,107
+44
ADM icon
669
Archer Daniels Midland
ADM
$28.9B
$291K 0.02%
4,875
+502
AXTA icon
670
Axalta
AXTA
$6.64B
$291K 0.02%
10,154
+3,032
NTRA icon
671
Natera
NTRA
$32.3B
$290K 0.02%
1,803
-83
PAYX icon
672
Paychex
PAYX
$41.5B
$290K 0.02%
2,287
-1,567
AXS icon
673
AXIS Capital
AXS
$8.04B
$287K 0.02%
+3,001
NUE icon
674
Nucor
NUE
$37.1B
$287K 0.02%
2,120
+539
VLTO icon
675
Veralto
VLTO
$24.5B
$285K 0.02%
+2,671