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
101
$1.61M 0.15%
5,356
-5,905
102
$1.58M 0.15%
51,473
-46,877
103
$1.56M 0.15%
35,941
-35,245
104
$1.56M 0.15%
5,479
-4,415
105
$1.54M 0.15%
15,890
-16,550
106
$1.51M 0.14%
7,410
-7,928
107
$1.51M 0.14%
35,288
-34,086
108
$1.47M 0.14%
23,032
-20,368
109
$1.47M 0.14%
29,467
-14,733
110
$1.46M 0.14%
46,054
-46,054
111
$1.45M 0.14%
3,621
-3,315
112
$1.44M 0.14%
1,486
-1,320
113
$1.44M 0.14%
51,853
-77,035
114
$1.42M 0.13%
10,841
-11,419
115
$1.41M 0.13%
24,102
-24,102
116
$1.4M 0.13%
2,613
-2,463
117
$1.36M 0.13%
3,742
-3,258
118
$1.36M 0.13%
16,279
-5,341
119
$1.36M 0.13%
17,755
-17,499
120
$1.34M 0.13%
19,631
-18,507
121
$1.31M 0.12%
15,272
-15,128
122
$1.31M 0.12%
11,077
-10,233
123
$1.3M 0.12%
1,556
-1,466
124
$1.28M 0.12%
6,251
-6,071
125
$1.27M 0.12%
41,506
-34,882
3 4
5
6 7