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
1926
$4.92K ﹤0.01%
+63
1927
$4.9K ﹤0.01%
+173
1928
$4.88K ﹤0.01%
+49
1929
$4.88K ﹤0.01%
+2,679
1930
$4.88K ﹤0.01%
+195
1931
$4.87K ﹤0.01%
+26
1932
$4.86K ﹤0.01%
+2
1933
$4.85K ﹤0.01%
+40
1934
$4.85K ﹤0.01%
+2,028
1935
$4.83K ﹤0.01%
+641
1936
$4.81K ﹤0.01%
+44
1937
$4.81K ﹤0.01%
+118
1938
$4.79K ﹤0.01%
+977
1939
$4.76K ﹤0.01%
+154
1940
$4.75K ﹤0.01%
+794
1941
$4.74K ﹤0.01%
+807
1942
$4.73K ﹤0.01%
+109
1943
$4.73K ﹤0.01%
+31
1944
$4.71K ﹤0.01%
+676
1945
$4.71K ﹤0.01%
+131
1946
$4.69K ﹤0.01%
+91
1947
$4.68K ﹤0.01%
+107
1948
$4.67K ﹤0.01%
+48
1949
$4.66K ﹤0.01%
+105
1950
$4.66K ﹤0.01%
+33
76 77
78
79 80