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
$991M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$142M
3
+$129M
4
INTC icon
Intel
INTC
+$103M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$100M

Top Sells

No sells this quarter

Sector Composition

1 Financials 28.89%
2 Healthcare 24.78%
3 Technology 14.97%
4 Energy 6.38%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$595K 0.06%
+9,200
52
$592K 0.06%
+6,400
53
$588K 0.06%
+8,200
54
$583K 0.06%
+5,100
55
$580K 0.06%
+7,900
56
$580K 0.06%
+6,500
57
$579K 0.06%
+4,100
58
$576K 0.06%
+4,900
59
$566K 0.06%
+67,600
60
$565K 0.06%
+9,000
61
$560K 0.06%
+24,600
62
$554K 0.06%
+6,500
63
$551K 0.06%
+4,600
64
$510K 0.05%
+47,561
65
$369K 0.04%
+5,900
66
$368K 0.04%
+3,260
67
$335K 0.03%
+8,300
68
$271K 0.03%
+5,110
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