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
1626
$10.5K ﹤0.01%
+883
1627
$10.4K ﹤0.01%
+506
1628
$10.4K ﹤0.01%
+3,220
1629
$10.4K ﹤0.01%
+27
1630
$10.4K ﹤0.01%
+123
1631
$10.4K ﹤0.01%
+5,823
1632
$10.4K ﹤0.01%
+323
1633
$10.3K ﹤0.01%
+539
1634
$10.3K ﹤0.01%
+5,098
1635
$10.3K ﹤0.01%
+193
1636
$10.3K ﹤0.01%
+757
1637
$10.3K ﹤0.01%
+523
1638
$10.3K ﹤0.01%
+475
1639
$10.2K ﹤0.01%
+234
1640
$10.2K ﹤0.01%
+2,276
1641
$10.2K ﹤0.01%
+360
1642
$10.2K ﹤0.01%
+45
1643
$10.2K ﹤0.01%
+1,122
1644
$10.1K ﹤0.01%
+4,677
1645
$10K ﹤0.01%
+73
1646
$9.97K ﹤0.01%
+867
1647
$9.96K ﹤0.01%
+5,755
1648
$9.94K ﹤0.01%
+80
1649
$9.92K ﹤0.01%
+265
1650
$9.92K ﹤0.01%
+272