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
1901
$5.35K ﹤0.01%
+345
1902
$5.35K ﹤0.01%
+1,000
1903
$5.32K ﹤0.01%
+318
1904
$5.31K ﹤0.01%
+609
1905
$5.29K ﹤0.01%
+57
1906
$5.28K ﹤0.01%
+264
1907
$5.25K ﹤0.01%
+2,321
1908
$5.23K ﹤0.01%
+72
1909
$5.23K ﹤0.01%
+60
1910
$5.19K ﹤0.01%
+68
1911
$5.18K ﹤0.01%
+1,687
1912
$5.14K ﹤0.01%
+5,356
1913
$5.11K ﹤0.01%
+59
1914
$5.09K ﹤0.01%
+63
1915
$5.09K ﹤0.01%
+365
1916
$5.08K ﹤0.01%
+143
1917
$5.06K ﹤0.01%
+128
1918
$5.05K ﹤0.01%
+54
1919
$5.03K ﹤0.01%
+20
1920
$5.02K ﹤0.01%
+62
1921
$5.02K ﹤0.01%
+57
1922
$4.99K ﹤0.01%
+59
1923
$4.98K ﹤0.01%
+953
1924
$4.93K ﹤0.01%
+20
1925
$4.92K ﹤0.01%
+400