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
$66.2M
AUM Growth
-$8.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$726K
3
+$591K
4
GLD icon
SPDR Gold Trust
GLD
+$579K
5
CHKP icon
Check Point Software Technologies
CHKP
+$469K

Top Sells

1
+$10.6M
2
+$997K
3
+$899K
4
NLSN
Nielsen Holdings plc
NLSN
+$785K
5
AET
Aetna Inc
AET
+$702K

Sector Composition

1 Technology 15.62%
2 Consumer Discretionary 15.62%
3 Financials 14.07%
4 Communication Services 11.59%
5 Healthcare 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$215K 0.32%
5,200
52
– –
-19,000
53
– –
-9,200
54
– –
-5,500
55
– –
-29,600
56
– –
-10,579
57
– –
-19,442
58
– –
-900
59
– –
-19,582
60
– –
-88,200
1 2
3