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
4001
$5 ﹤0.01%
+1
4002
$5 ﹤0.01%
+3
4003
$4 ﹤0.01%
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4004
0
4005
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4006
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4007
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4008
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4009
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4010
$4 ﹤0.01%
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4011
$4 ﹤0.01%
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4012
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4013
$4 ﹤0.01%
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4014
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4015
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4016
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4017
$4 ﹤0.01%
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4018
$4 ﹤0.01%
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4019
$4 ﹤0.01%
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4020
$4 ﹤0.01%
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4021
$4 ﹤0.01%
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4022
$4 ﹤0.01%
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4023
$4 ﹤0.01%
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4024
0
4025
$4 ﹤0.01%
+1