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
$66.2M
AUM Growth
-$8.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$726K
3
+$591K
4
GLD icon
SPDR Gold Trust
GLD
+$579K
5
CHKP icon
Check Point Software Technologies
CHKP
+$469K

Top Sells

1
+$10.6M
2
+$997K
3
+$899K
4
NLSN
Nielsen Holdings plc
NLSN
+$785K
5
AET
Aetna Inc
AET
+$702K

Sector Composition

1 Technology 15.62%
2 Consumer Discretionary 15.62%
3 Financials 14.07%
4 Communication Services 11.59%
5 Healthcare 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 1.59%
5,137
27
$1.02M 1.54%
14,100
28
$1.02M 1.54%
8,400
29
$1.02M 1.54%
19,000
30
$983K 1.48%
22,300
31
$966K 1.46%
12,000
32
$960K 1.45%
7,900
33
$943K 1.42%
6,500
34
$896K 1.35%
11,600
35
$878K 1.33%
47,561
36
$871K 1.32%
18,000
37
$859K 1.3%
15,500
38
$783K 1.18%
23,400
39
$751K 1.13%
17,800
40
$726K 1.1%
+10,800
41
$696K 1.05%
11,800
42
$655K 0.99%
25,800
43
$631K 0.95%
11,200
44
$591K 0.89%
+5,600
45
$580K 0.88%
17,000
46
$447K 0.68%
3,215
-76,171
47
$345K 0.52%
5,110
48
$329K 0.5%
5,400
49
$319K 0.48%
7,200
50
$271K 0.41%
2,331
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