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
$73.7M
AUM Growth
+$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$740K
2 +$709K
3 +$654K
4
BABA icon
Alibaba
BABA
+$622K
5
SBNY
Signature Bank
SBNY
+$576K

Top Sells

1 +$696K
2 +$580K
3 +$495K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$447K
5
HD icon
Home Depot
HD
+$330K

Sector Composition

1 Technology 16.9%
2 Consumer Discretionary 15.17%
3 Financials 15.12%
4 Communication Services 10.55%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-11,800
52
-2,331
53
-17,000