SH
Svenska Handelsbanken Portfolio holdings
AUM $106M
1-Year Return
29.59%
This Quarter Return
+10.06%
1 Year Return
-29.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$74.7M
AUM Growth
-$1.86B
(-96%)
Cap. Flow
-$2.08B
Cap. Flow
% of AUM
-2,785.23%
Top 10 Holdings %
Top 10 Hldgs %
41.75%
Holding
73
New
7
Increased
15
Reduced
2
Closed
13
Top Buys
| 1 |
Home Depot
HD
|
+$2.2M |
| 2 |
SBNY
Signature Bank
SBNY
|
+$1.26M |
| 3 |
Xylem
XYL
|
+$778K |
| 4 |
East-West Bancorp
EWBC
|
+$671K |
| 5 |
Hormel Foods
HRL
|
+$589K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$2.08B |
| 2 |
Colgate-Palmolive
CL
|
+$877K |
| 3 |
CVS Health
CVS
|
+$718K |
| 4 |
Aptiv
APTV
|
+$620K |
| 5 |
Ecolab
ECL
|
+$598K |
Sector Composition
| 1 | Technology | 13.2% |
| 2 | Consumer Discretionary | 12.48% |
| 3 | Financials | 12.45% |
| 4 | Communication Services | 11.78% |
| 5 | Healthcare | 9.13% |
