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
1076
$37K ﹤0.01%
+1,309
1077
$36.9K ﹤0.01%
+9,446
1078
$36.8K ﹤0.01%
+2,619
1079
$36.5K ﹤0.01%
+358
1080
$36.5K ﹤0.01%
+789
1081
$36.5K ﹤0.01%
+4,930
1082
$36.4K ﹤0.01%
+2,022
1083
$36.3K ﹤0.01%
+139
1084
$36.3K ﹤0.01%
+21
1085
$36.2K ﹤0.01%
+542
1086
$36.2K ﹤0.01%
+5,538
1087
$36.2K ﹤0.01%
+420
1088
$36K ﹤0.01%
+696
1089
$35.9K ﹤0.01%
+6,462
1090
$35.9K ﹤0.01%
+427
1091
$35.9K ﹤0.01%
+1,133
1092
$35.9K ﹤0.01%
+2,323
1093
$35.9K ﹤0.01%
+467
1094
$35.8K ﹤0.01%
+950
1095
$35.8K ﹤0.01%
+544
1096
$35.7K ﹤0.01%
+298
1097
$35.7K ﹤0.01%
+505
1098
$35.5K ﹤0.01%
+197
1099
$35.5K ﹤0.01%
+774
1100
$35.5K ﹤0.01%
+973