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
751
$101K ﹤0.01%
+4,804
752
$101K ﹤0.01%
+257
753
$99.6K ﹤0.01%
+1,260
754
$98.9K ﹤0.01%
+1,813
755
$98.7K ﹤0.01%
+844
756
$98.6K ﹤0.01%
+2,139
757
$98.6K ﹤0.01%
+3,145
758
$98.5K ﹤0.01%
+280
759
$97.9K ﹤0.01%
+1,306
760
$97.9K ﹤0.01%
+496
761
$97.8K ﹤0.01%
+2,213
762
$97.7K ﹤0.01%
+1,431
763
$97.2K ﹤0.01%
+235
764
$97.1K ﹤0.01%
+6,508
765
$97K ﹤0.01%
+1,742
766
$97K ﹤0.01%
+635
767
$96.6K ﹤0.01%
+993
768
$96.6K ﹤0.01%
+25,562
769
$96.5K ﹤0.01%
+10,658
770
$96.5K ﹤0.01%
+3,397
771
$96.4K ﹤0.01%
+4,490
772
$96.2K ﹤0.01%
+549
773
$96K ﹤0.01%
+4,933
774
$96K ﹤0.01%
+13,508
775
$95.5K ﹤0.01%
+241