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
GMED icon
701
Globus Medical
GMED
$11.6B
$261K 0.01%
+4,556
PKX icon
702
POSCO
PKX
$16.3B
$260K 0.01%
+5,275
FLUT icon
703
Flutter Entertainment
FLUT
$39.1B
$259K 0.01%
1,021
+163
CM icon
704
Canadian Imperial Bank of Commerce
CM
$86B
$257K 0.01%
3,222
+67
WDS icon
705
Woodside Energy
WDS
$30.8B
$256K 0.01%
17,018
+6,869
MGA icon
706
Magna International
MGA
$14.6B
$256K 0.01%
+5,399
AVB icon
707
AvalonBay Communities
AVB
$25B
$255K 0.01%
+1,322
WTRG icon
708
Essential Utilities
WTRG
$10.7B
$255K 0.01%
+6,392
APA icon
709
APA Corp
APA
$9.2B
$255K 0.01%
+10,498
GPC icon
710
Genuine Parts
GPC
$18.3B
$253K 0.01%
+1,827
FBIN icon
711
Fortune Brands Innovations
FBIN
$6.27B
$253K 0.01%
+4,732
HRL icon
712
Hormel Foods
HRL
$13.2B
$252K 0.01%
+10,188
BAM icon
713
Brookfield Asset Management
BAM
$86.6B
$251K 0.01%
4,414
+563
OGE icon
714
OGE Energy
OGE
$8.87B
$251K 0.01%
+5,417
XPO icon
715
XPO
XPO
$17.5B
$250K 0.01%
1,935
+237
BKH icon
716
Black Hills Corp
BKH
$5.48B
$250K 0.01%
+4,059
SKM icon
717
SK Telecom
SKM
$7.79B
$250K 0.01%
+11,558
CPAY icon
718
Corpay
CPAY
$22.1B
$248K 0.01%
862
+33
DVA icon
719
DaVita
DVA
$8.57B
$248K 0.01%
+1,864
ALNT icon
720
Allient
ALNT
$939M
$247K 0.01%
5,510
PB icon
721
Prosperity Bancshares
PB
$6.92B
$247K 0.01%
+3,716
MYRG icon
722
MYR Group
MYRG
$3.39B
$246K 0.01%
1,184
USMV icon
723
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$245K 0.01%
2,578
-42
CHRW icon
724
C.H. Robinson
CHRW
$18.6B
$244K 0.01%
+1,841
EG icon
725
Everest Group
EG
$13.7B
$242K 0.01%
+691