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
$74M
AUM Growth
+$351K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$636K
3
+$614K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$534K
5
UNH icon
UnitedHealth
UNH
+$529K

Top Sells

1
+$1.07M
2
+$735K
3
+$569K
4
NVDA icon
NVIDIA
NVDA
+$484K
5
ANSS
Ansys
ANSS
+$457K

Sector Composition

1 Financials 17.6%
2 Consumer Discretionary 16.5%
3 Technology 14.98%
4 Communication Services 13.22%
5 Healthcare 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 1.73%
14,300
+7,100
27
$1.26M 1.7%
49,200
28
$1.26M 1.7%
6,900
29
$1.26M 1.7%
22,300
30
$1.18M 1.59%
5,500
-5,000
31
$1.18M 1.59%
21,600
32
$1.07M 1.44%
7,900
33
$1.05M 1.42%
18,000
34
$1.04M 1.4%
5,137
35
$1.04M 1.4%
47,561
36
$948K 1.28%
196,000
-100,000
37
$939K 1.27%
9,000
38
$878K 1.19%
12,000
39
$873K 1.18%
23,400
40
$782K 1.06%
5,300
-3,100
41
$755K 1.02%
25,800
42
$699K 0.94%
5,000
-601
43
$686K 0.93%
11,200
44
$621K 0.84%
3,600
45
$534K 0.72%
+2,000
46
$340K 0.46%
7,200
47
$245K 0.33%
5,200
48
– –
-5,110
49
– –
-17,800
50
– –
-5,400
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