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
1201
$28.2K ﹤0.01%
+458
1202
$28.2K ﹤0.01%
+547
1203
$28.1K ﹤0.01%
+18,177
1204
$28.1K ﹤0.01%
+3,400
1205
$27.9K ﹤0.01%
+3,466
1206
$27.8K ﹤0.01%
+16,444
1207
$27.8K ﹤0.01%
+7,849
1208
$27.7K ﹤0.01%
+10,721
1209
$27.7K ﹤0.01%
+1,595
1210
$27.6K ﹤0.01%
+1,185
1211
$27.5K ﹤0.01%
+3,005
1212
$27.5K ﹤0.01%
+934
1213
$27.4K ﹤0.01%
+907
1214
$27.2K ﹤0.01%
+182
1215
$27.2K ﹤0.01%
+189
1216
$27.1K ﹤0.01%
+100
1217
$27.1K ﹤0.01%
+1,845
1218
$27.1K ﹤0.01%
+1,074
1219
$27K ﹤0.01%
+15,982
1220
$27K ﹤0.01%
+326
1221
$26.9K ﹤0.01%
+1,048
1222
$26.9K ﹤0.01%
+460
1223
$26.9K ﹤0.01%
+350
1224
$26.8K ﹤0.01%
+167
1225
$26.7K ﹤0.01%
+100