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
851
$73.9K ﹤0.01%
+4,286
852
$73.6K ﹤0.01%
+2,230
853
$73.5K ﹤0.01%
+20,074
854
$73.4K ﹤0.01%
+14,958
855
$73.4K ﹤0.01%
+11,312
856
$73.3K ﹤0.01%
+556
857
$73.2K ﹤0.01%
+522
858
$73.1K ﹤0.01%
+937
859
$72.8K ﹤0.01%
+3,081
860
$72.8K ﹤0.01%
+619
861
$72.8K ﹤0.01%
+1,706
862
$72.4K ﹤0.01%
+1,260
863
$72.4K ﹤0.01%
+1,686
864
$72.3K ﹤0.01%
+2,355
865
$72K ﹤0.01%
+2,543
866
$71.9K ﹤0.01%
+820
867
$71.6K ﹤0.01%
+1,276
868
$71.4K ﹤0.01%
+19,772
869
$71.3K ﹤0.01%
+2,285
870
$71.2K ﹤0.01%
+5,360
871
$71.2K ﹤0.01%
+379
872
$70.5K ﹤0.01%
+6,084
873
$69.8K ﹤0.01%
+2,341
874
$69.7K ﹤0.01%
+2,851
875
$69.6K ﹤0.01%
+2,782
33 34
35
36 37