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
1151
$31.2K ﹤0.01%
+86
1152
$31.1K ﹤0.01%
+963
1153
$31K ﹤0.01%
+1,033
1154
$30.9K ﹤0.01%
+665
1155
$30.9K ﹤0.01%
+768
1156
$30.9K ﹤0.01%
+93
1157
$30.8K ﹤0.01%
+1,061
1158
$30.7K ﹤0.01%
+636
1159
$30.6K ﹤0.01%
+3,723
1160
$30.6K ﹤0.01%
+119
1161
$30.6K ﹤0.01%
+602
1162
$30.6K ﹤0.01%
+301
1163
$30.5K ﹤0.01%
+1,277
1164
$30.5K ﹤0.01%
+426
1165
$30.5K ﹤0.01%
+1,871
1166
$30.4K ﹤0.01%
+15,070
1167
$30.4K ﹤0.01%
+481
1168
$30.3K ﹤0.01%
+265
1169
$30.2K ﹤0.01%
+1,638
1170
$30.1K ﹤0.01%
+106
1171
$30.1K ﹤0.01%
+134
1172
$30K ﹤0.01%
+109
1173
$30K ﹤0.01%
+1,996
1174
$30K ﹤0.01%
+86
1175
$29.8K ﹤0.01%
+663