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
1701
$8.64K ﹤0.01%
+102
1702
$8.64K ﹤0.01%
+68
1703
$8.63K ﹤0.01%
+649
1704
$8.62K ﹤0.01%
+32
1705
$8.59K ﹤0.01%
+31
1706
$8.59K ﹤0.01%
+312
1707
$8.55K ﹤0.01%
+281
1708
$8.51K ﹤0.01%
+491
1709
$8.47K ﹤0.01%
+561
1710
$8.47K ﹤0.01%
+36
1711
$8.46K ﹤0.01%
+299
1712
$8.42K ﹤0.01%
+11,883
1713
$8.41K ﹤0.01%
+380
1714
$8.34K ﹤0.01%
+3,124
1715
$8.33K ﹤0.01%
+87
1716
$8.31K ﹤0.01%
+1,286
1717
$8.29K ﹤0.01%
+1,883
1718
$8.28K ﹤0.01%
+334
1719
$8.26K ﹤0.01%
+623
1720
$8.25K ﹤0.01%
+9,117
1721
$8.25K ﹤0.01%
+69
1722
$8.23K ﹤0.01%
+857
1723
$8.22K ﹤0.01%
+395
1724
$8.22K ﹤0.01%
+244
1725
$8.18K ﹤0.01%
+1