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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
+20.85%
1 Year Est. Return
+26.61%
3 Year Est. Return
+75.08%
5 Year Est. Return
+103.03%
10 Year Est. Return
AUM
$769M
AUM Growth
+$135M
Cap. Flow
+$25.6M
Cap. Flow %
3.33%
Top 10 Hldgs %
30.36%
Holding
345
New
37
Increased
94
Reduced
82
Closed
49

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$5.97M
2
RY icon
Royal Bank of Canada
RY
+$4.81M
3
VZ icon
Verizon
VZ
+$4.35M
4
META icon
Meta Platforms (Facebook)
META
+$4.23M
5
DHI icon
D.R. Horton
DHI
+$4.2M

Sector Composition

Rank Sector Weight
1 Technology 20.93%
2 Healthcare 13.43%
3 Financials 13.42%
4 Consumer Discretionary 10.61%
5 Communication Services 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RY icon
326
Royal Bank of Canada
RY
$290B
-57,000
Closed -$4.81M
SAP icon
327
SAP
SAP
$226B
-8,369
Closed -$924K
SEIC icon
328
SEI Investments
SEIC
$12.6B
-35,588
Closed -$1.63M
SONY icon
329
Sony
SONY
$131B
-295,175
Closed -$3.53M
SSD icon
330
Simpson Manufacturing
SSD
$8.08B
-7,989
Closed -$490K
TGNA
331
DELISTED
TEGNA Inc
TGNA
-134,632
Closed -$1.41M
TM icon
332
Toyota
TM
$224B
-445
Closed -$55K
TNL icon
333
Travel + Leisure Co
TNL
$4.78B
-55,412
Closed -$1.21M
TWO
334
Two Harbors Investment
TWO
$1.27B
-375
Closed -$6K
URI icon
335
United Rentals
URI
$71.6B
-2,544
Closed -$247K
VICI icon
336
VICI Properties
VICI
$29.3B
-47,350
Closed -$757K
VVV icon
337
Valvoline
VVV
$5.01B
-82,215
Closed -$1.08M
GAP
338
The Gap Inc
GAP
$7.42B
-7,400
Closed -$54K
HNP
339
DELISTED
Huaneng Power Intl, Inc.
HNP
-22,711
Closed -$328K
LTM
340
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
-12,715
Closed -$34K
RTN
341
DELISTED
Raytheon Company
RTN
-715
Closed -$98K
VEDL
342
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
-57,871
Closed -$199K
GRA
343
DELISTED
W.R. Grace & Co.
GRA
-15,155
Closed -$560K

Similar funds

Banco de Sabadell's Q2 2020 Portfolio in Review

As of Q2 2020, Banco de Sabadell held 345 positions worth $769M, up 21% from $635M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Banco de Sabadell deployed $25.6M of net new capital in Q2 2020, opening 37 new positions and adding to 94 existing holdings. Its largest new stake was State Street SPDR S&P Global Infrastructure ETF: 300,504 shares worth $13.1M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Oracle, an estimated $5.97M trimmed.

  • Banco de Sabadell's largest Q2 2020 buy was State Street SPDR S&P Global Infrastructure ETF: 300,504 shares worth $13.1M.
  • Banco de Sabadell added most to UnitedHealth in Q2 2020, an estimated $7.76M increase.
  • Banco de Sabadell's biggest Q2 2020 reduction was Oracle, cutting an estimated $5.97M.
  • Banco de Sabadell fully exited Royal Bank of Canada in Q2 2020, selling an estimated $4.81M.
  • Banco de Sabadell's ten largest holdings make up 30% of its $769M portfolio in Q2 2020.
  • Banco de Sabadell opened 37 new positions and closed 49 in Q2 2020.
  • Banco de Sabadell's portfolio value rose 21% quarter-over-quarter to $769M.

Based on Banco de Sabadell's 13F filing for Q2 2020, filed 7 Aug 2020.