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
126
$1.26M 0.12%
5,545
-5,485
127
$1.23M 0.12%
22,701
-4,149
128
$1.23M 0.12%
24,521
+8,037
129
$1.22M 0.12%
4,873
-4,157
130
$1.22M 0.12%
4,199
-3,665
131
$1.21M 0.11%
17,797
-20,133
132
$1.2M 0.11%
1,840
-1,240
133
$1.18M 0.11%
4,385
-4,305
134
$1.17M 0.11%
8,379
-7,852
135
$1.17M 0.11%
3,511
-3,293
136
$1.14M 0.11%
20,799
-20,487
137
$1.12M 0.11%
17,222
-11,142
138
$1.11M 0.1%
15,825
-10,445
139
$1.11M 0.1%
4,382
-4,364
140
$1.1M 0.1%
4,478
-3,762
141
$1.09M 0.1%
2,563
-1,917
142
$1.09M 0.1%
18,770
-17,260
143
$1.08M 0.1%
1,550
-1,414
144
$1.08M 0.1%
2,377
-2,411
145
$1.08M 0.1%
21,098
-23,620
146
$1.07M 0.1%
7,029
-6,853
147
$1.06M 0.1%
6,007
-5,253
148
$1.06M 0.1%
27,818
-28,950
149
$1.04M 0.1%
11,787
-11,311
150
$1.03M 0.1%
2,470
-2,082
4 5
6
7 8