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
1501
$14K ﹤0.01%
+97
1502
$14K ﹤0.01%
+330
1503
$13.9K ﹤0.01%
+186
1504
$13.9K ﹤0.01%
+245
1505
$13.9K ﹤0.01%
+2,328
1506
$13.8K ﹤0.01%
+595
1507
$13.8K ﹤0.01%
+140
1508
$13.8K ﹤0.01%
+381
1509
$13.7K ﹤0.01%
+9,598
1510
$13.7K ﹤0.01%
+690
1511
$13.7K ﹤0.01%
+1,062
1512
$13.7K ﹤0.01%
+199
1513
$13.6K ﹤0.01%
+108
1514
$13.5K ﹤0.01%
+11,336
1515
$13.5K ﹤0.01%
+2,819
1516
$13.5K ﹤0.01%
+972
1517
$13.4K ﹤0.01%
+5,127
1518
$13.4K ﹤0.01%
+364
1519
$13.4K ﹤0.01%
+493
1520
$13.3K ﹤0.01%
+191
1521
$13.3K ﹤0.01%
+102
1522
$13.3K ﹤0.01%
+2,422
1523
$13.2K ﹤0.01%
+686
1524
$13.2K ﹤0.01%
+1,416
1525
$13.2K ﹤0.01%
+154