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
1226
$26.6K ﹤0.01%
+1,652
1227
$26.5K ﹤0.01%
+78
1228
$26.5K ﹤0.01%
+106
1229
$26.5K ﹤0.01%
+104
1230
$26.3K ﹤0.01%
+119
1231
$26.2K ﹤0.01%
+699
1232
$26.2K ﹤0.01%
+167
1233
$26.1K ﹤0.01%
+1,859
1234
$26K ﹤0.01%
+16,355
1235
$25.9K ﹤0.01%
+390
1236
$25.8K ﹤0.01%
+898
1237
$25.8K ﹤0.01%
+1,701
1238
$25.8K ﹤0.01%
+3,727
1239
$25.8K ﹤0.01%
+251
1240
$25.7K ﹤0.01%
+1,795
1241
$25.6K ﹤0.01%
+307
1242
$25.6K ﹤0.01%
+1,553
1243
$25.5K ﹤0.01%
+2,248
1244
$25.5K ﹤0.01%
+2,151
1245
$25.4K ﹤0.01%
+2,834
1246
$25.3K ﹤0.01%
+2,179
1247
$25.3K ﹤0.01%
+525
1248
$25.2K ﹤0.01%
+583
1249
$25.2K ﹤0.01%
+450
1250
$25.2K ﹤0.01%
+192