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
$105M
AUM Growth
+$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.18M
3
+$1.05M
4
NOVA
Sunnova Energy
NOVA
+$1.05M
5
SIVB
SVB Financial Group
SIVB
+$963K

Top Sells

1
+$2.64M
2
+$1.32M
3
+$1.26M
4
TSM icon
TSMC
TSM
+$859K
5
PYPL icon
PayPal
PYPL
+$690K

Sector Composition

1 Technology 26.14%
2 Consumer Discretionary 19.77%
3 Financials 17.85%
4 Healthcare 10.85%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 2.03%
26,300
27
$1.96M 1.86%
78,400
28
$1.88M 1.79%
7,800
+4,000
29
$1.81M 1.73%
54,700
-16,300
30
$1.69M 1.61%
18,900
31
$1.6M 1.52%
11,600
32
$1.56M 1.48%
10,000
+5,000
33
$1.51M 1.44%
18,800
34
$1.48M 1.41%
6,200
35
$1.47M 1.4%
44,800
-16,100
36
$1.38M 1.32%
5,800
37
$1.24M 1.18%
15,500
38
$1.18M 1.12%
+4,200
39
$999K 0.95%
29,900
40
$974K 0.93%
5,500
41
$730K 0.69%
16,100
+2,100
42
$712K 0.68%
23,400
43
$563K 0.54%
28,400
-5,200
44
$520K 0.49%
40,000
45
$279K 0.27%
3,900
-1,400
46
$229K 0.22%
5,200
47
$149K 0.14%
24,200
48
– –
-7,100
49
– –
-16,100
50
– –
-11,800
1
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