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
C icon
201
Citigroup
C
$200B
$1.27M 0.07%
12,472
+3,951
VTI icon
202
Vanguard Total Stock Market ETF
VTI
$573B
$1.26M 0.07%
3,834
SONY icon
203
Sony
SONY
$160B
$1.26M 0.07%
43,653
+6,824
DD icon
204
DuPont de Nemours
DD
$17.4B
$1.24M 0.07%
38,063
+6,651
GSK icon
205
GSK
GSK
$98.3B
$1.24M 0.07%
28,691
+1,267
IMO icon
206
Imperial Oil
IMO
$45.8B
$1.23M 0.07%
13,606
-181
ADI icon
207
Analog Devices
ADI
$138B
$1.23M 0.07%
5,019
+1,037
IUSV icon
208
iShares Core S&P US Value ETF
IUSV
$24.4B
$1.23M 0.07%
12,338
-1,510
COR icon
209
Cencora
COR
$66.5B
$1.23M 0.07%
3,925
+462
CMCSA icon
210
Comcast
CMCSA
$100B
$1.22M 0.07%
38,912
+1,856
TEL icon
211
TE Connectivity
TEL
$72.2B
$1.21M 0.07%
5,531
+1,164
CI icon
212
Cigna
CI
$72.8B
$1.21M 0.07%
4,198
-1,085
OXY icon
213
Occidental Petroleum
OXY
$40.5B
$1.21M 0.06%
25,522
-220
BNDX icon
214
Vanguard Total International Bond ETF
BNDX
$73.6B
$1.2M 0.06%
24,356
+5,099
ABNB icon
215
Airbnb
ABNB
$77.7B
$1.2M 0.06%
9,886
+1,701
GRMN icon
216
Garmin
GRMN
$40.6B
$1.2M 0.06%
4,867
+1,246
MDT icon
217
Medtronic
MDT
$128B
$1.2M 0.06%
12,565
+2,555
STT icon
218
State Street
STT
$36.2B
$1.19M 0.06%
10,277
+2,191
NU icon
219
Nu Holdings
NU
$81.8B
$1.19M 0.06%
74,318
+57,071
TD icon
220
Toronto Dominion Bank
TD
$155B
$1.18M 0.06%
14,788
+451
KMB icon
221
Kimberly-Clark
KMB
$34.4B
$1.18M 0.06%
9,497
+2,960
GLW icon
222
Corning
GLW
$82.3B
$1.18M 0.06%
14,381
-272
TMUS icon
223
T-Mobile US
TMUS
$218B
$1.18M 0.06%
4,927
+727
DUK icon
224
Duke Energy
DUK
$88.7B
$1.17M 0.06%
9,469
+2,165
TTC icon
225
Toro Company
TTC
$7.24B
$1.17M 0.06%
15,328
+7,838