BDS

Banco de Sabadell Portfolio holdings

AUM $145M
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$635M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1 +$13.8M
2 +$9.35M
3 +$8.45M
4
V icon
Visa
V
+$5.82M
5
AAPL icon
Apple
AAPL
+$3.69M

Top Sells

1 +$6.47M
2 +$5.06M
3 +$5.02M
4
KAR icon
Openlane
KAR
+$4.48M
5
MSFT icon
Microsoft
MSFT
+$4.1M

Sector Composition

1 Technology 22.13%
2 Financials 13.98%
3 Healthcare 11.75%
4 Communication Services 11.59%
5 Consumer Discretionary 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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