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
$1.63B
AUM Growth
+$704M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$93.5M
3
+$84.8M
4
WMT icon
Walmart
WMT
+$65.7M
5
MET icon
MetLife
MET
+$58.1M

Top Sells

1
+$40.9M
2
+$38.3M
3
+$33.9M
4
MSFT icon
Microsoft
MSFT
+$32.1M
5
QCOM icon
Qualcomm
QCOM
+$27M

Sector Composition

1 Financials 24.47%
2 Technology 16.48%
3 Communication Services 13.14%
4 Healthcare 10.73%
5 Consumer Staples 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.92M 0.61%
+121,900
27
$7.61M 0.47%
+210,800
28
$6.5M 0.4%
149,179
+6,155
29
$5.39M 0.33%
428,828
-1,796,405
30
$5.34M 0.33%
170,628
+156,996
31
$4.11M 0.25%
+52,000
32
$4M 0.24%
+88,324
33
$3.48M 0.21%
45,389
-11,056
34
$3.37M 0.21%
36,000
35
$2.62M 0.16%
17,719
-674
36
$2.57M 0.16%
57,545
-2,955
37
$2.57M 0.16%
22,619
-17,381
38
$2.09M 0.13%
36,865
-1,430
39
$2.04M 0.12%
43,193
-1,006
40
$1.89M 0.12%
48,150
-1,264
41
$1.82M 0.11%
31,455
+9,790
42
$1.72M 0.11%
33,035
-166
43
$1.69M 0.1%
15,045
-255
44
$1.68M 0.1%
12,249
-5,751
45
$1.51M 0.09%
+19,047
46
$1.45M 0.09%
37,500
+6,500
47
$1.4M 0.09%
24,535
-14,501
48
$1.36M 0.08%
17,100
49
$1.36M 0.08%
51,834
-666
50
$1.3M 0.08%
+11,500
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