SS

SBI Securities Portfolio holdings

AUM $3.9B
1-Year Est. Return 49.42%
This Quarter Est. Return
1 Year Est. Return
+49.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.25B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,085
New
Increased
Reduced
Closed

Top Buys

1 +$398M
2 +$206M
3 +$188M
4
AAPL icon
Apple
AAPL
+$125M
5
TSLA icon
Tesla
TSLA
+$121M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.76%
2 Consumer Discretionary 8.4%
3 Communication Services 5.72%
4 Financials 4.37%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3851
$19 ﹤0.01%
+2
3852
$18 ﹤0.01%
+10
3853
$18 ﹤0.01%
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3854
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3855
$18 ﹤0.01%
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3856
$18 ﹤0.01%
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3857
$18 ﹤0.01%
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3858
$18 ﹤0.01%
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3859
$18 ﹤0.01%
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3860
$18 ﹤0.01%
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3861
$17 ﹤0.01%
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3862
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3863
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3864
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3865
$16 ﹤0.01%
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3866
$16 ﹤0.01%
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3867
$16 ﹤0.01%
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3868
$16 ﹤0.01%
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3869
$16 ﹤0.01%
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3870
$16 ﹤0.01%
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3871
$16 ﹤0.01%
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3872
$16 ﹤0.01%
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3873
$16 ﹤0.01%
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3874
$16 ﹤0.01%
+1
3875
$16 ﹤0.01%
+1