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
$1.93B
AUM Growth
+$738M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.74B
2
+$808K
3
+$790K
4
EWBC icon
East-West Bancorp
EWBC
+$610K
5
PFE icon
Pfizer
PFE
+$563K

Top Sells

1
+$202M
2
+$105M
3
+$88.7M
4
BAC icon
Bank of America
BAC
+$84.8M
5
WMT icon
Walmart
WMT
+$64.9M

Sector Composition

1 Technology 0.42%
2 Communication Services 0.4%
3 Financials 0.37%
4 Healthcare 0.35%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$797K 0.04%
19,000
27
$792K 0.04%
22,300
-536,400
28
$790K 0.04%
+296,000
29
$777K 0.04%
8,400
30
$759K 0.04%
6,600
+3,000
31
$750K 0.04%
19,000
32
$718K 0.04%
9,100
33
$708K 0.04%
5,500
34
$682K 0.04%
5,500
35
$675K 0.04%
18,000
-1,404,480
36
$668K 0.03%
17,800
37
$665K 0.03%
23,400
38
$654K 0.03%
88,200
39
$642K 0.03%
6,500
40
$620K 0.03%
9,200
41
$600K 0.03%
11,800
42
$598K 0.03%
5,100
43
$581K 0.03%
18,078
-842,545
44
$580K 0.03%
25,800
45
$576K 0.03%
9,200
46
$563K 0.03%
+18,265
47
$551K 0.03%
47,561
48
$542K 0.03%
29,600
49
$541K 0.03%
3,700
50
$532K 0.03%
4,600
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