SS
SBI Securities Portfolio holdings
AUM
$3.9B
1-Year Est. Return
49.42%
1 Year Est. Return
+49.42%
AUM
$3.9B
AUM Growth
+$429M
(+12%)
Holding
4,347
Top Buys
| 1 | +$37.7M | |
| 2 | +$14.5M | |
| 3 | +$11.2M | |
| 4 |
CRWV
CoreWeave Inc
CRWV
|
+$11.2M |
| 5 |
NBIS
Nebius Group N.V.
NBIS
|
+$9.42M |
Top Sells
| 1 | +$35.4M | |
| 2 | +$15.8M | |
| 3 | +$9.48M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$7.97M |
| 5 |
Target
TGT
|
+$7.11M |
Sector Composition
| 1 | Technology | 29.42% |
| 2 | Communication Services | 7.63% |
| 3 | Consumer Discretionary | 7.27% |
| 4 | Financials | 3.9% |
| 5 | Healthcare | 2.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
iShares MSCI EAFE ETF
EFA
$68.3B
| $1.5M | 0.04% |
16,053
-7
|
|
||
227
Doximity
DOCS
$8.23B
| $1.48M | 0.04% |
20,186
-4,630
|
|
||
228
VEON
VEON
$3.62B
| $1.39M | 0.04% |
25,578
-9,500
|
|
||
229
BHP
BHP
$150B
| $1.39M | 0.04% |
24,961
-2,981
|
|
||
230
Novo Nordisk
NVO
$212B
| $1.38M | 0.04% |
24,884
+10,548
|
|
||
231
TORM
TRMD
$2.03B
| $1.38M | 0.04% |
66,781
-2,477
|
|
||
232
Vanguard Russell 1000 Growth ETF
VONG
$34.5B
| $1.37M | 0.04% |
11,355
-14
|
|
||
233
State Street Energy Select Sector SPDR ETF
XLE
$27.1B
| $1.36M | 0.03% |
15,260
-224
|
|
||
234
United Airlines
UAL
$35.7B
| $1.36M | 0.03% |
14,109
-1,797
|
|
||
235
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$372M
| $1.36M | 0.03% |
35,815
+10,110
|
|
||
236
Rivian
RIVN
$21.6B
| $1.35M | 0.03% |
92,222
-9,662
|
|
||
237
HSBC
HSBC
$261B
| $1.35M | 0.03% |
19,062
+479
|
|
||
238
NextEra Energy
NEE
$167B
| $1.34M | 0.03% |
17,780
-395
|
|
||
239
KLA
KLAC
$154B
| $1.34M | 0.03% |
1,240
-32
|
|
||
240
CleanSpark
CLSK
$2.93B
| $1.32M | 0.03% |
91,335
-34,415
|
|
||
241
Starbucks
SBUX
$96.9B
| $1.31M | 0.03% |
15,542
+721
|
|
||
242
Warner Bros
WBD
$69.9B
| $1.29M | 0.03% |
66,206
-7,876
|
|
||
243
iShares TIPS Bond ETF
TIP
$14B
| $1.29M | 0.03% |
11,557
-675
|
|
||
244
Delta Air Lines
DAL
$45.5B
| $1.27M | 0.03% |
22,363
-10,921
|
|
||
245
Oneok
OKE
$46B
| $1.26M | 0.03% |
17,310
+355
|
|
||
246
Gyre Therapeutics
GYRE
$730M
| $1.25M | 0.03% |
167,866
-64,433
|
|
||
247
Lam Research
LRCX
$195B
| $1.25M | 0.03% |
9,347
-460
|
|
||
248
Unilever
UL
$143B
| $1.25M | 0.03% |
21,014
-264
|
|
||
249
Occidental Petroleum
OXY
$40B
| $1.24M | 0.03% |
26,315
-1,342
|
|
||
250
Vanguard Energy ETF
VDE
$6.98B
| $1.24M | 0.03% |
9,817
-265
|
|