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
1476
$14.9K ﹤0.01%
+241
1477
$14.8K ﹤0.01%
+383
1478
$14.8K ﹤0.01%
+3,124
1479
$14.8K ﹤0.01%
+204
1480
$14.8K ﹤0.01%
+1,157
1481
$14.8K ﹤0.01%
+24
1482
$14.7K ﹤0.01%
+400
1483
$14.7K ﹤0.01%
+1,024
1484
$14.6K ﹤0.01%
+138
1485
$14.6K ﹤0.01%
+841
1486
$14.6K ﹤0.01%
+257
1487
$14.6K ﹤0.01%
+614
1488
$14.5K ﹤0.01%
+305
1489
$14.4K ﹤0.01%
+243
1490
$14.4K ﹤0.01%
+1,063
1491
$14.3K ﹤0.01%
+185
1492
$14.3K ﹤0.01%
+147
1493
$14.3K ﹤0.01%
+1,541
1494
$14.2K ﹤0.01%
+356
1495
$14.2K ﹤0.01%
+3,981
1496
$14.2K ﹤0.01%
+296
1497
$14.1K ﹤0.01%
+3,339
1498
$14.1K ﹤0.01%
+341
1499
$14K ﹤0.01%
+302
1500
$14K ﹤0.01%
+311