SC

Syon Capital Portfolio holdings

AUM $1.51B
1-Year Est. Return 19.75%
This Quarter Est. Return
1 Year Est. Return
+19.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.6M
3
+$859K
4
UL icon
Unilever
UL
+$403K
5
EW icon
Edwards Lifesciences
EW
+$371K

Top Sells

1
+$164M
2
+$114M
3
+$87.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$61M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$51.8M

Sector Composition

1 Technology 12.6%
2 Healthcare 7.3%
3 Financials 5.54%
4 Energy 3.63%
5 Consumer Staples 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.81M 0.36%
63,386
-52,282
52
$3.57M 0.34%
22,639
-20,309
53
$3.56M 0.34%
27,762
-27,856
54
$3.48M 0.33%
151,124
-151,124
55
$3.4M 0.32%
26,715
-25,563
56
$3.37M 0.32%
16,748
-16,424
57
$3.36M 0.32%
30,378
-33,668
58
$3.34M 0.32%
26,551
-25,525
59
$3.27M 0.31%
17,949
-14,719
60
$3.24M 0.31%
73,455
-71,597
61
$3.18M 0.3%
17,613
-20,619
62
$3.04M 0.29%
6,549
-5,959
63
$2.94M 0.28%
16,794
-12,886
64
$2.94M 0.28%
111,964
-1,277,658
65
$2.88M 0.27%
4,745
-5,900
66
$2.85M 0.27%
11,681
-13,473
67
$2.66M 0.25%
28,775
-13,957
68
$2.6M 0.25%
68,007
-70,411
69
$2.55M 0.24%
44,143
-41,905
70
$2.5M 0.24%
6,519
-4,989
71
$2.47M 0.23%
30,280
-32,878
72
$2.46M 0.23%
40,135
-32,225
73
$2.45M 0.23%
115,136
-115,136
74
$2.43M 0.23%
7,008
-7,102
75
$2.37M 0.22%
13,873
-13,429
1 2
3
4 5