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
1526
$13.2K ﹤0.01%
+211
1527
$13.1K ﹤0.01%
+54
1528
$13.1K ﹤0.01%
+323
1529
$13.1K ﹤0.01%
+177
1530
$13.1K ﹤0.01%
+74
1531
$13K ﹤0.01%
+783
1532
$13K ﹤0.01%
+1,017
1533
$13K ﹤0.01%
+28
1534
$12.9K ﹤0.01%
+391
1535
$12.9K ﹤0.01%
+367
1536
$12.8K ﹤0.01%
+727
1537
$12.8K ﹤0.01%
+1,420
1538
$12.8K ﹤0.01%
+161
1539
$12.8K ﹤0.01%
+5,161
1540
$12.8K ﹤0.01%
+136
1541
$12.8K ﹤0.01%
+39
1542
$12.8K ﹤0.01%
+84
1543
$12.7K ﹤0.01%
+1,327
1544
$12.7K ﹤0.01%
+184
1545
$12.7K ﹤0.01%
+108
1546
$12.7K ﹤0.01%
+73
1547
$12.6K ﹤0.01%
+108
1548
$12.5K ﹤0.01%
+4,346
1549
$12.5K ﹤0.01%
+108
1550
$12.5K ﹤0.01%
+2,540