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
1126
$33K ﹤0.01%
+157
1127
$33K ﹤0.01%
+227
1128
$32.7K ﹤0.01%
+1,816
1129
$32.6K ﹤0.01%
+1,591
1130
$32.6K ﹤0.01%
+1,360
1131
$32.3K ﹤0.01%
+358
1132
$32.3K ﹤0.01%
+18,234
1133
$32.3K ﹤0.01%
+947
1134
$32.3K ﹤0.01%
+10,081
1135
$32.3K ﹤0.01%
+1,194
1136
$32.2K ﹤0.01%
+494
1137
$32.1K ﹤0.01%
+15,493
1138
$32K ﹤0.01%
+15,941
1139
$31.8K ﹤0.01%
+2,763
1140
$31.8K ﹤0.01%
+1,385
1141
$31.8K ﹤0.01%
+376
1142
$31.7K ﹤0.01%
+495
1143
$31.6K ﹤0.01%
+177
1144
$31.5K ﹤0.01%
+375
1145
$31.5K ﹤0.01%
+325
1146
$31.4K ﹤0.01%
+411
1147
$31.4K ﹤0.01%
+7,389
1148
$31.4K ﹤0.01%
+597
1149
$31.3K ﹤0.01%
+515
1150
$31.3K ﹤0.01%
+147