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
3926
$11 ﹤0.01%
+1
3927
$11 ﹤0.01%
+7
3928
$11 ﹤0.01%
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3929
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3930
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3931
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3932
$10 ﹤0.01%
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3933
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3934
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3935
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3936
$9 ﹤0.01%
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3937
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3938
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0
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$9 ﹤0.01%
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$9 ﹤0.01%
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3947
$8 ﹤0.01%
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3948
$8 ﹤0.01%
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3949
$8 ﹤0.01%
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3950
$8 ﹤0.01%
+1