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
2026
$3.79K ﹤0.01%
+114
2027
$3.78K ﹤0.01%
+63
2028
$3.78K ﹤0.01%
+92
2029
$3.78K ﹤0.01%
+259
2030
$3.77K ﹤0.01%
+18
2031
$3.76K ﹤0.01%
+3,111
2032
$3.74K ﹤0.01%
+65
2033
$3.74K ﹤0.01%
+1,987
2034
$3.73K ﹤0.01%
+65
2035
$3.73K ﹤0.01%
+17
2036
$3.73K ﹤0.01%
+41
2037
$3.72K ﹤0.01%
+86
2038
$3.72K ﹤0.01%
+525
2039
$3.71K ﹤0.01%
+202
2040
$3.7K ﹤0.01%
+237
2041
$3.7K ﹤0.01%
+352
2042
$3.69K ﹤0.01%
+91
2043
$3.68K ﹤0.01%
+3,120
2044
$3.68K ﹤0.01%
+532
2045
$3.66K ﹤0.01%
+118
2046
$3.65K ﹤0.01%
+2,149
2047
$3.63K ﹤0.01%
+359
2048
$3.62K ﹤0.01%
+185
2049
$3.6K ﹤0.01%
+252
2050
$3.58K ﹤0.01%
+187