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
1751
$7.7K ﹤0.01%
+142
1752
$7.69K ﹤0.01%
+520
1753
$7.68K ﹤0.01%
+316
1754
$7.65K ﹤0.01%
+249
1755
$7.65K ﹤0.01%
+203
1756
$7.64K ﹤0.01%
+259
1757
$7.6K ﹤0.01%
+72
1758
$7.54K ﹤0.01%
+21
1759
$7.53K ﹤0.01%
+55
1760
$7.53K ﹤0.01%
+4,114
1761
$7.53K ﹤0.01%
+2,309
1762
$7.49K ﹤0.01%
+44
1763
$7.49K ﹤0.01%
+98
1764
$7.49K ﹤0.01%
+43
1765
$7.47K ﹤0.01%
+532
1766
$7.45K ﹤0.01%
+1,029
1767
$7.44K ﹤0.01%
+161
1768
$7.41K ﹤0.01%
+550
1769
$7.41K ﹤0.01%
+254
1770
$7.37K ﹤0.01%
+263
1771
$7.35K ﹤0.01%
+222
1772
$7.34K ﹤0.01%
+2,370
1773
$7.34K ﹤0.01%
+1,600
1774
$7.34K ﹤0.01%
+128
1775
$7.34K ﹤0.01%
+1,294
69 70
71
72 73