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
826
$80.4K ﹤0.01%
+789
827
$79.9K ﹤0.01%
+621
828
$79.7K ﹤0.01%
+2,124
829
$79.5K ﹤0.01%
+13,525
830
$79.3K ﹤0.01%
+187
831
$79.2K ﹤0.01%
+11,497
832
$78.7K ﹤0.01%
+348
833
$78.5K ﹤0.01%
+3,624
834
$78.3K ﹤0.01%
+482
835
$78.2K ﹤0.01%
+909
836
$78.1K ﹤0.01%
+2,449
837
$77.7K ﹤0.01%
+645
838
$77.3K ﹤0.01%
+61
839
$76.9K ﹤0.01%
+2,219
840
$76.7K ﹤0.01%
+9,514
841
$76.4K ﹤0.01%
+1,131
842
$75.9K ﹤0.01%
+2,166
843
$75.9K ﹤0.01%
+38,733
844
$75.3K ﹤0.01%
+742
845
$75.3K ﹤0.01%
+779
846
$74.7K ﹤0.01%
+398
847
$74.5K ﹤0.01%
+575
848
$74.4K ﹤0.01%
+2,180
849
$74.3K ﹤0.01%
+11,163
850
$74.3K ﹤0.01%
+2,090