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
$1.63B
AUM Growth
+$704M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$93.5M
3
+$84.8M
4
WMT icon
Walmart
WMT
+$65.7M
5
MET icon
MetLife
MET
+$58.1M

Top Sells

1
+$40.9M
2
+$38.3M
3
+$33.9M
4
MSFT icon
Microsoft
MSFT
+$32.1M
5
QCOM icon
Qualcomm
QCOM
+$27M

Sector Composition

1 Financials 24.47%
2 Technology 16.48%
3 Communication Services 13.14%
4 Healthcare 10.73%
5 Consumer Staples 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.08%
13,913
+1,113
52
$1.27M 0.08%
91,316
-965
53
$1.24M 0.08%
+23,185
54
$1.2M 0.07%
49,842
+347
55
$1.14M 0.07%
9,401
-34,399
56
$1.1M 0.07%
6,900
57
$1.09M 0.07%
27,400
58
$1.08M 0.07%
41,499
+1,853
59
$1.06M 0.06%
49,200
60
$1.02M 0.06%
10,400
61
$1.02M 0.06%
13,200
62
$999K 0.06%
800
+200
63
$987K 0.06%
19,000
64
$981K 0.06%
13,400
+3,800
65
$960K 0.06%
10,900
66
$926K 0.06%
21,600
67
$871K 0.05%
9,100
68
$836K 0.05%
128,040
+30,580
69
$835K 0.05%
9,200
70
$787K 0.05%
88,200
+20,600
71
$769K 0.05%
11,600
72
$762K 0.05%
8,400
+2,000
73
$735K 0.05%
10,500
74
$694K 0.04%
19,000
75
$690K 0.04%
5,400
1 2
3
4 5