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
$930M
AUM Growth
-$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$45.9M
3
+$40.9M
4
YHOO
Yahoo Inc
YHOO
+$39.6M
5
SPG icon
Simon Property Group
SPG
+$37.8M

Top Sells

1
+$150M
2
+$129M
3
+$103M
4
ABBV icon
AbbVie
ABBV
+$54.4M
5
NFLX icon
Netflix
NFLX
+$34.3M

Sector Composition

1 Technology 28.98%
2 Financials 22.63%
3 Energy 17.89%
4 Real Estate 6.22%
5 Industrials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.14%
+34,080
52
$1.22M 0.13%
+38,676
53
$1.15M 0.12%
+12,800
54
$1.14M 0.12%
10,000
+200
55
$1.09M 0.12%
49,200
+13,200
56
$1.04M 0.11%
6,900
+2,800
57
$1.03M 0.11%
10,400
58
$1.03M 0.11%
10,900
+3,700
59
$1.03M 0.11%
13,200
60
$1M 0.11%
+19,000
61
$944K 0.1%
9,100
62
$927K 0.1%
27,400
63
$890K 0.1%
31,000
64
$831K 0.09%
21,600
65
$784K 0.08%
22,300
66
$782K 0.08%
9,200
67
$773K 0.08%
600
68
$751K 0.08%
11,600
69
$733K 0.08%
19,000
70
$725K 0.08%
11,800
+5,900
71
$721K 0.08%
5,400
72
$700K 0.08%
10,500
73
$690K 0.07%
9,200
74
$678K 0.07%
9,600
75
$667K 0.07%
9,200
1 2
3
4 5