SH

Svenska Handelsbanken Portfolio holdings

AUM $286M
1-Year Est. Return 38.01%
This Quarter Est. Return
1 Year Est. Return
-38.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$991M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$142M
3
+$129M
4
INTC icon
Intel
INTC
+$103M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$100M

Top Sells

No sells this quarter

Sector Composition

1 Financials 28.89%
2 Healthcare 24.78%
3 Technology 14.97%
4 Energy 6.38%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$890K 0.09%
+9,100
27
$789K 0.08%
+9,200
28
$775K 0.08%
+11,600
29
$774K 0.08%
+3,508
30
$765K 0.08%
+600
31
$743K 0.08%
+19,400
32
$726K 0.07%
+9,200
33
$725K 0.07%
+21,600
34
$714K 0.07%
+5,400
35
$709K 0.07%
+22,300
36
$701K 0.07%
+7,200
37
$698K 0.07%
+36,000
38
$694K 0.07%
+97,460
39
$694K 0.07%
+10,500
40
$688K 0.07%
+19,000
41
$657K 0.07%
+6,734
42
$657K 0.07%
+29,600
43
$647K 0.07%
+17,800
44
$640K 0.06%
+9,600
45
$617K 0.06%
+11,500
46
$616K 0.06%
+6,000
47
$609K 0.06%
+23,400
48
$601K 0.06%
+3,700
49
$598K 0.06%
+5,000
50
$595K 0.06%
+5,500
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