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BDS

Banco de Sabadell Portfolio holdings

AUM $170M
1-Year Est. Return 26.61%
This Fund
S&P 500
This Quarter Est. Return
-0.02%
1 Year Est. Return
+26.61%
3 Year Est. Return
+75.08%
5 Year Est. Return
+103.03%
10 Year Est. Return
AUM
$830M
AUM Growth
+$51M
Cap. Flow
+$63.1M
Cap. Flow %
7.59%
Top 10 Hldgs %
26.58%
Holding
436
New
148
Increased
105
Reduced
86
Closed
35

Sector Composition

Rank Sector Weight
1 Technology 14.46%
2 Financials 14.39%
3 Healthcare 10.41%
4 Consumer Discretionary 8.35%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RDY icon
276
Dr. Reddy's Laboratories
RDY
$10.1B
$549K 0.07%
+84,235
New +$590K
YPF icon
277
YPF
YPF
$19.2B
$549K 0.07%
+25,400
New +$588K
IMVP
278
Invesco India ETF
IMVP
$115M
$548K 0.07%
22,000
DNB
279
DELISTED
Dun & Bradstreet
DNB
$547K 0.07%
+4,564
New +$555K
TIP icon
280
iShares TIPS Bond ETF
TIP
$14.5B
$537K 0.06%
4,763
EWT icon
281
iShares MSCI Taiwan ETF
EWT
$10.6B
$532K 0.06%
14,000
CPRI icon
282
Capri Holdings
CPRI
$1.83B
$525K 0.06%
+8,500
New +$541K
CIB icon
283
Grupo Cibest SA
CIB
$21.7B
$523K 0.06%
+12,426
New +$541K
AGNC icon
284
AGNC Investment
AGNC
$12.7B
$521K 0.06%
27,606
+268
+1% +$5.09K
HCR
285
DELISTED
Hi-Crush Inc. Common Stock
HCR
$511K 0.06%
+46,450
New +$568K
DVA icon
286
DaVita
DVA
$12B
$509K 0.06%
7,758
-660
-8% -$48.5K
EWY icon
287
iShares MSCI South Korea ETF
EWY
$24.7B
$509K 0.06%
6,900
BBY icon
288
Best Buy
BBY
$17.8B
$508K 0.06%
+7,400
New +$532K
STWD icon
289
Starwood Property Trust
STWD
$5.96B
$504K 0.06%
23,985
-1,236
-5% -$25.6K
HNP
290
DELISTED
Huaneng Power Intl, Inc.
HNP
$504K 0.06%
+18,980
New +$486K
RITM icon
291
Rithm Capital
RITM
$5.71B
$498K 0.06%
29,849
-296
-1% -$5.03K
BXMT icon
292
Blackstone Mortgage Trust
BXMT
$2.37B
$495K 0.06%
+15,690
New +$492K
TWO
293
Two Harbors Investment
TWO
$1.27B
$494K 0.06%
+7,938
New +$488K
MPT
294
Medical Properties Trust
MPT
$2.75B
$493K 0.06%
+38,841
New +$497K
XLK icon
295
State Street Technology Select Sector SPDR ETF
XLK
$123B
$485K 0.06%
14,900
+900
+6% +$30.2K
ETR icon
296
Entergy
ETR
$50.1B
$484K 0.06%
+12,276
New +$475K
PAC icon
297
Grupo Aeroportuario del Pacifico
PAC
$13B
$484K 0.06%
+4,894
New +$497K
MAS icon
298
Masco
MAS
$15.3B
$469K 0.06%
+11,607
New +$499K
MRO
299
DELISTED
Marathon Oil Corporation
MRO
$459K 0.06%
29,026
-4,260
-13% -$70.8K
CHL
300
DELISTED
China Mobile Limited
CHL
$457K 0.06%
+10,042
New +$487K

Similar funds

Banco de Sabadell's Q1 2018 Portfolio in Review

As of Q1 2018, Banco de Sabadell held 436 positions worth $830M, up 6.5% from $779M the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Banco de Sabadell deployed $63.1M of net new capital in Q1 2018, opening 148 new positions and adding to 105 existing holdings. Its largest new stake was Amplify Video Game Tech ETF: 140,421 shares worth $6.82M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $34.6M trimmed.

  • Banco de Sabadell's largest Q1 2018 buy was Amplify Video Game Tech ETF: 140,421 shares worth $6.82M.
  • Banco de Sabadell added most to Amplify Cybersecurity ETF in Q1 2018, an estimated $6.42M increase.
  • Banco de Sabadell's biggest Q1 2018 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $34.6M.
  • Banco de Sabadell fully exited Goldman Sachs in Q1 2018, selling an estimated $3.03M.
  • Banco de Sabadell's ten largest holdings make up 27% of its $830M portfolio in Q1 2018.
  • Banco de Sabadell opened 148 new positions and closed 35 in Q1 2018.
  • Banco de Sabadell's portfolio value rose 6.5% quarter-over-quarter to $830M.

Based on Banco de Sabadell's 13F filing for Q1 2018, filed 16 May 2018.