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
$97.9M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2M
2 +$1.74M
3 +$1.72M
4
SFM icon
Sprouts Farmers Market
SFM
+$1.68M
5
AMZN icon
Amazon
AMZN
+$1.38M

Top Sells

1 +$1.67M
2 +$1.56M
3 +$1.16M
4
DIS icon
Walt Disney
DIS
+$1.04M
5
BKNG icon
Booking.com
BKNG
+$942K

Sector Composition

1 Technology 27.01%
2 Consumer Discretionary 18.62%
3 Financials 18.45%
4 Healthcare 14.23%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-700
52
-12,300