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
1601
$11.1K ﹤0.01%
+126
1602
$11.1K ﹤0.01%
+394
1603
$11K ﹤0.01%
+19,543
1604
$11K ﹤0.01%
+146
1605
$11K ﹤0.01%
+398
1606
$11K ﹤0.01%
+133
1607
$10.9K ﹤0.01%
+1,910
1608
$10.9K ﹤0.01%
+46
1609
$10.9K ﹤0.01%
+173
1610
$10.8K ﹤0.01%
+487
1611
$10.8K ﹤0.01%
+62
1612
$10.8K ﹤0.01%
+5,392
1613
$10.8K ﹤0.01%
+4,273
1614
$10.8K ﹤0.01%
+96
1615
$10.7K ﹤0.01%
+1,808
1616
$10.7K ﹤0.01%
+57
1617
$10.7K ﹤0.01%
+1,023
1618
$10.7K ﹤0.01%
+118
1619
$10.6K ﹤0.01%
+1,820
1620
$10.6K ﹤0.01%
+1,058
1621
$10.6K ﹤0.01%
+300
1622
$10.6K ﹤0.01%
+5,031
1623
$10.6K ﹤0.01%
+674
1624
$10.6K ﹤0.01%
+99
1625
$10.5K ﹤0.01%
+637