SH
Svenska Handelsbanken Portfolio holdings
AUM $106M
1-Year Return
29.59%
This Quarter Return
+0.22%
1 Year Return
-29.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$930M
AUM Growth
-$61.2M
(-6.2%)
Cap. Flow
+$65.9M
Cap. Flow
% of AUM
7.08%
Top 10 Holdings %
Top 10 Hldgs %
70%
Holding
112
New
44
Increased
12
Reduced
11
Closed
7
Top Buys
| 1 |
Apple
AAPL
|
+$168M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$45.9M |
| 3 |
Exxon Mobil
XOM
|
+$40.9M |
| 4 |
YHOO
Yahoo Inc
YHOO
|
+$39.6M |
| 5 |
Simon Property Group
SPG
|
+$37.8M |
Top Sells
| 1 |
Pfizer
PFE
|
+$150M |
| 2 |
Goldman Sachs
GS
|
+$129M |
| 3 |
Intel
INTC
|
+$103M |
| 4 |
AbbVie
ABBV
|
+$54.4M |
| 5 |
Netflix
NFLX
|
+$34.3M |
Sector Composition
| 1 | Technology | 28.98% |
| 2 | Financials | 22.63% |
| 3 | Energy | 17.89% |
| 4 | Real Estate | 6.22% |
| 5 | Industrials | 5.83% |
