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
976
$51.6K ﹤0.01%
+797
977
$51.4K ﹤0.01%
+1,978
978
$51.4K ﹤0.01%
+3,105
979
$51.4K ﹤0.01%
+965
980
$51.3K ﹤0.01%
+404
981
$51.3K ﹤0.01%
+392
982
$51.3K ﹤0.01%
+5,875
983
$51.2K ﹤0.01%
+145
984
$51.1K ﹤0.01%
+1,197
985
$51K ﹤0.01%
+795
986
$51K ﹤0.01%
+598
987
$50.6K ﹤0.01%
+883
988
$50.3K ﹤0.01%
+11,029
989
$50.2K ﹤0.01%
+1,293
990
$50.2K ﹤0.01%
+5,225
991
$49.7K ﹤0.01%
+4,313
992
$49.6K ﹤0.01%
+696
993
$49.5K ﹤0.01%
+485
994
$49.4K ﹤0.01%
+14,023
995
$49.3K ﹤0.01%
+515
996
$49.1K ﹤0.01%
+797
997
$49K ﹤0.01%
+1,364
998
$49K ﹤0.01%
+2,212
999
$49K ﹤0.01%
+77
1000
$49K ﹤0.01%
+962
38 39
40
41 42