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
1426
$17K ﹤0.01%
+2,127
1427
$16.9K ﹤0.01%
+1,158
1428
$16.9K ﹤0.01%
+649
1429
$16.9K ﹤0.01%
+109
1430
$16.9K ﹤0.01%
+3,228
1431
$16.8K ﹤0.01%
+543
1432
$16.8K ﹤0.01%
+437
1433
$16.8K ﹤0.01%
+341
1434
$16.7K ﹤0.01%
+1,071
1435
$16.7K ﹤0.01%
+2,222
1436
$16.7K ﹤0.01%
+853
1437
$16.6K ﹤0.01%
+2,464
1438
$16.6K ﹤0.01%
+246
1439
$16.6K ﹤0.01%
+775
1440
$16.5K ﹤0.01%
+219
1441
$16.4K ﹤0.01%
+71
1442
$16.4K ﹤0.01%
+280
1443
$16.3K ﹤0.01%
+1,047
1444
$16.2K ﹤0.01%
+162
1445
$16.1K ﹤0.01%
+332
1446
$16K ﹤0.01%
+1,146
1447
$16K ﹤0.01%
+1,967
1448
$15.9K ﹤0.01%
+704
1449
$15.9K ﹤0.01%
+527
1450
$15.9K ﹤0.01%
+172