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
$818M
AUM Growth
-$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1 +$6.33M
2 +$6.33M
3 +$5.48M
4
UNH icon
UnitedHealth
UNH
+$4.34M
5
EMR icon
Emerson Electric
EMR
+$4.26M

Top Sells

1 +$25.3M
2 +$7.52M
3 +$6.11M
4
BABA icon
Alibaba
BABA
+$6.08M
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$4.57M

Sector Composition

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
476
-11,000
477
-7,032
478
-470
479
-8,134