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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
-13.1%
1 Year Est. Return
+26.61%
3 Year Est. Return
+75.08%
5 Year Est. Return
+103.03%
10 Year Est. Return
AUM
$818M
AUM Growth
-$94.9M
Cap. Flow
+$33.3M
Cap. Flow %
4.07%
Top 10 Hldgs %
20.93%
Holding
479
New
79
Increased
123
Reduced
86
Closed
92

Sector Composition

Rank Sector Weight
1 Technology 16.03%
2 Healthcare 14.47%
3 Financials 13.84%
4 Consumer Discretionary 9.82%
5 Communication Services 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GWPH
326
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
$151K 0.02%
+1,570
New +$206K
UGP icon
327
Ultrapar
UGP
$6.77B
$150K 0.02%
22,188
GM icon
328
General Motors
GM
$78B
$140K 0.02%
4,150
PXD
329
DELISTED
Pioneer Natural Resource Co.
PXD
$131K 0.02%
1,000
IQ icon
330
iQIYI
IQ
$1.24B
$120K 0.01%
7,945
EMN icon
331
Eastman Chemical
EMN
$8.38B
$118K 0.01%
1,624
IPAY icon
332
Amplify Mobile Payments ETF
IPAY
$186M
$115K 0.01%
3,300
+600
+22% +$23K
SMI
333
DELISTED
Semiconductor Manufacturing Intl
SMI
$113K 0.01%
26,276
TMO icon
334
Thermo Fisher Scientific
TMO
$213B
$112K 0.01%
500
VNE
335
DELISTED
Veoneer, Inc.
VNE
$111K 0.01%
4,457
-1,278
-22% -$45K
ICOL
336
DELISTED
iShares MSCI Colombia ETF
ICOL
$108K 0.01%
9,700
MRK icon
337
Merck
MRK
$318B
$106K 0.01%
1,467
K
338
DELISTED
Kellanova
K
$103K 0.01%
1,917
-10,177
-84% -$614K
LND
339
BrasilAgro
LND
$357M
$100K 0.01%
25,000
BX icon
340
Blackstone
BX
$108B
$97K 0.01%
+3,250
New +$107K
RTN
341
DELISTED
Raytheon Company
RTN
$92K 0.01%
600
LNG icon
342
Cheniere Energy
LNG
$53.7B
$91K 0.01%
+1,550
New +$95.4K
BBAR icon
343
BBVA Argentina
BBAR
$3.67B
$89K 0.01%
8,000
MU icon
344
Micron Technology
MU
$1.04T
$89K 0.01%
2,800
-2,000
-42% -$75.8K
LRCX icon
345
Lam Research
LRCX
$392B
$85K 0.01%
6,250
LULU icon
346
lululemon athletica
LULU
$14B
$85K 0.01%
700
IPGP icon
347
IPG Photonics
IPGP
$4.03B
$84K 0.01%
740
+370
+100% +$49.2K
NTES icon
348
NetEase
NTES
$81.7B
$83K 0.01%
1,760
TSLA icon
349
Tesla
TSLA
$1.28T
$82K 0.01%
3,675
-6,075
-62% -$131K
HPE icon
350
Hewlett Packard
HPE
$71.2B
$81K 0.01%
6,150

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Banco de Sabadell's Q4 2018 Portfolio in Review

As of Q4 2018, Banco de Sabadell held 479 positions worth $818M, down 10% from $913M the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Banco de Sabadell deployed $33.3M of net new capital in Q4 2018, opening 79 new positions and adding to 123 existing holdings. Its largest new stake was NextEra Energy: 41,228 shares worth $1.78M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 16% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was State Street SPDR Dow Jones Industrial Average ETF Trust, an estimated $27.2M trimmed.

  • Banco de Sabadell's largest Q4 2018 buy was NextEra Energy: 41,228 shares worth $1.78M.
  • Banco de Sabadell added most to State Street SPDR S&P 500 ETF Trust in Q4 2018, an estimated $6.86M increase.
  • Banco de Sabadell's biggest Q4 2018 reduction was State Street SPDR Dow Jones Industrial Average ETF Trust, cutting an estimated $27.2M.
  • Banco de Sabadell fully exited Dell in Q4 2018, selling an estimated $6.11M.
  • Banco de Sabadell's ten largest holdings make up 21% of its $818M portfolio in Q4 2018.
  • Banco de Sabadell opened 79 new positions and closed 92 in Q4 2018.
  • Banco de Sabadell's portfolio value fell 10% quarter-over-quarter to $818M.

Based on Banco de Sabadell's 13F filing for Q4 2018, filed 14 Feb 2019.