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
1251
$25K ﹤0.01%
+411
1252
$25K ﹤0.01%
+3,033
1253
$25K ﹤0.01%
+158
1254
$24.9K ﹤0.01%
+5,123
1255
$24.8K ﹤0.01%
+795
1256
$24.8K ﹤0.01%
+1,088
1257
$24.7K ﹤0.01%
+1,114
1258
$24.7K ﹤0.01%
+1,031
1259
$24.7K ﹤0.01%
+249
1260
$24.6K ﹤0.01%
+1,545
1261
$24.6K ﹤0.01%
+587
1262
$24.5K ﹤0.01%
+307
1263
$24.4K ﹤0.01%
+14,710
1264
$24.3K ﹤0.01%
+6,009
1265
$24.3K ﹤0.01%
+302
1266
$24.3K ﹤0.01%
+236
1267
$24.2K ﹤0.01%
+1,088
1268
$24.2K ﹤0.01%
+2,794
1269
$24.1K ﹤0.01%
+3,285
1270
$24.1K ﹤0.01%
+3,128
1271
$24K ﹤0.01%
+157
1272
$23.9K ﹤0.01%
+298
1273
$23.9K ﹤0.01%
+200
1274
$23.8K ﹤0.01%
+2,004
1275
$23.7K ﹤0.01%
+792